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, Berkadia 401(K) Retirement Plan is a benefit plan reported by Berkadia Commercial Mortgage LLC under EIN 27-0812934 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,912 participants and $283,115,193 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $283,115,193
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $283,115,193
- Net assets (BOY)
- $220,029,724
Income & contributions
- Employer contributions
- $12,220,945
- Participant contributions
- $18,600,785
- Total contributions
- $32,355,724
- Total income / additions
- $74,273,245
Expenses & distributions
- Benefits paid
- $10,969,842
- Administrative expenses
- $217,934
- Total expenses
- $11,187,776
- Net increase / (decrease)
- $63,085,469