Berexco LLC 401(K) Plan — Form 5500 plan (Berexco 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, Berexco LLC 401(K) Plan is a benefit plan reported by Berexco LLC under EIN 27-0937886 and plan number 001. The latest loaded filing year is 2023. The filing reports 235 participants and $29,753,378 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$29.8MPlan net assets, end of year$29,753,378
Participants235Covered participants reported
Assets / participant$126.6KComputed: assets ÷ participants$126,610 (computed)
Provider compensation$78.2K3 Schedule C provider row(s)$78,218
- Plan sponsor
- Berexco LLC
- EIN
- 27-0937886
- Plan number
- 001
- Plan type
- 2
- Location
- Wichita, KS
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 235 | H, C | 20241014165448NAL0013654899001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$29.8M total assets
Net assets$29.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $29,753,378
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,753,378
- Net assets (BOY)
- $25,692,960
Income & contributions
- Employer contributions
- $598,350
- Participant contributions
- $1,372,523
- Total contributions
- $2,434,291
- Total income / additions
- $7,500,530
Expenses & distributions
- Benefits paid
- $3,363,584
- Administrative expenses
- $76,528
- Total expenses
- $3,440,112
- Net increase / (decrease)
- $4,060,418
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
30%70%
Employer 30%Participant 70%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income45%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Hays Financial Group, LLC | INVESTMENT ADVISOR | $53,516 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $24,202 | $0 | 2023 |
| Economic Group Pension Services Inc | CONTRACT ADMIN | $500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Berexco LLC
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Wichita, KS
- The Hays Financial Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Economic Group Pension Services Inc — Schedule C compensation