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, G.W. Berkheimer Co., Inc. 401(K) Plan is a benefit plan reported by G.W. Berkheimer Co., Inc. under EIN 35-0823544 and plan number 003. The latest loaded filing year is 2023. The filing reports 459 participants and $48,290,209 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,290,209
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,290,209
- Net assets (BOY)
- $41,923,336
Income & contributions
- Employer contributions
- $2,479,880
- Participant contributions
- $1,068,692
- Total contributions
- $3,600,921
- Total income / additions
- $10,014,157
Expenses & distributions
- Benefits paid
- $3,637,947
- Administrative expenses
- $9,337
- Total expenses
- $3,647,284
- Net increase / (decrease)
- $6,366,873