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, Berger Chevrolet, Inc. 401(K) Plan & Trust is a benefit plan reported by Berger Chevrolet, Inc. under EIN 38-2374197 and plan number 001. The latest loaded filing year is 2023. The filing reports 309 participants and $22,343,887 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,343,887
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,343,887
- Net assets (BOY)
- $19,315,570
Income & contributions
- Employer contributions
- $346,306
- Participant contributions
- $1,904,943
- Total contributions
- $2,251,249
- Total income / additions
- $6,006,598
Expenses & distributions
- Benefits paid
- $2,849,858
- Administrative expenses
- $128,423
- Total expenses
- $2,978,281
- Net increase / (decrease)
- $3,028,317