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 Transfer & Storage, Inc. 401(K) Plan And Trust is a benefit plan reported by Berger Transfer & Storage, Inc. under EIN 41-0677589 and plan number 003. The latest loaded filing year is 2023. The filing reports 480 participants and $34,823,966 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,823,966
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,823,966
- Net assets (BOY)
- $30,814,076
Income & contributions
- Employer contributions
- $324,983
- Participant contributions
- $1,988,051
- Total contributions
- $2,796,405
- Total income / additions
- $7,633,172
Expenses & distributions
- Benefits paid
- $3,584,929
- Administrative expenses
- $38,353
- Total expenses
- $3,623,282
- Net increase / (decrease)
- $4,009,890