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, Berends, Hendricks & Stuit Insurance Agency 401(K) Retirement Plan is a benefit plan reported by Berends Hendricks Stuit Insurance Agency LLC under EIN 38-2555560 and plan number 001. The latest loaded filing year is 2023. The filing reports 193 participants and $31,759,877 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,759,877
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,759,877
- Net assets (BOY)
- $29,054,739
Income & contributions
- Employer contributions
- $1,018,061
- Participant contributions
- $874,578
- Total contributions
- $2,547,698
- Total income / additions
- $6,984,383
Expenses & distributions
- Benefits paid
- $4,205,136
- Administrative expenses
- $74,109
- Total expenses
- $4,279,245
- Net increase / (decrease)
- $2,705,138