Bgr, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Bgr, Inc.)

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, Bgr, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Bgr, Inc. under EIN 31-0841900 and plan number 001. The latest loaded filing year is 2023. The filing reports 227 participants and $18,941,828 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bgr, Inc.
EIN
31-0841900
Plan number
001
Plan type
2
Location
West Chester, OH
Latest filing year
2023
Participants
227
End-of-year plan assets
$18,941,828

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023227H, C20241007085215NAL0007428899001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,941,828
Total liabilities (EOY)
$0
Net assets (EOY)
$18,941,828
Net assets (BOY)
$20,466,423

Income & contributions

Employer contributions
$575,591
Participant contributions
$1,198,889
Total contributions
$1,774,480
Total income / additions
$4,466,828

Expenses & distributions

Benefits paid
$5,936,291
Administrative expenses
$55,132
Total expenses
$5,991,423
Net increase / (decrease)
-$1,524,595

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pension Corporation Of AmericaNONE$55,132not reported in the loaded dataset2023
Charles Schwab Trust BankNONE$4,241$6002023

Related Form 5500 pages