Plan5500

Berlin Gardens, LLC 401(K) Plan — Form 5500 plan (Berlin Gardens, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Berlin Gardens, LLC 401(K) Plan is a benefit plan reported by Berlin Gardens, LLC under EIN 26-3925753 and plan number 001. The latest loaded filing year is 2023. The filing reports 185 participants and $5,256,308 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Berlin Gardens, LLC
EIN
26-3925753
Plan number
001
Plan type
2
Location
Millersburg, OH
Latest filing year
2023
Participants
185
End-of-year plan assets
$5,256,308

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023185H, C20240919085310NAL0003376323001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,256,308
Total liabilities (EOY)
$0
Net assets (EOY)
$5,256,308
Net assets (BOY)
$3,864,766

Income & contributions

Employer contributions
$301,677
Participant contributions
$433,845
Total contributions
$761,113
Total income / additions
$1,506,402

Expenses & distributions

Benefits paid
$94,794
Administrative expenses
$20,066
Total expenses
$114,860
Net increase / (decrease)
$1,391,542

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
July Business ServicesRECORD KEEPER$11,482not reported in the loaded dataset2023
Hummel Wealth ManagementFINANCIAL ADVISOR$6,394not reported in the loaded dataset2023

Related Form 5500 pages