Berkel & Company Contractors, Inc. Employee Stock Ownership Plan — Form 5500 plan (Berkel & Company Contractors 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, Berkel & Company Contractors, Inc. Employee Stock Ownership Plan is a benefit plan reported by Berkel & Company Contractors Inc. under EIN 48-0650969 and plan number 001. The latest loaded filing year is 2023. The filing reports 575 participants and $97,701,863 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Berkel & Company Contractors Inc.
- EIN
- 48-0650969
- Plan number
- 001
- Plan type
- 2
- Location
- Bonner Springs, KS
- Latest filing year
- 2023
- Participants
- 575
- End-of-year plan assets
- $97,701,863
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 575 | H, C | 20241007164012NAL0026730288001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $97,701,863
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $97,701,863
- Net assets (BOY)
- $76,877,485
Income & contributions
- Employer contributions
- $1,000,000
- Total contributions
- $1,000,000
- Total income / additions
- $23,300,267
Expenses & distributions
- Benefits paid
- $2,414,989
- Administrative expenses
- $60,900
- Total expenses
- $2,475,889
- Net increase / (decrease)
- $20,824,378
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal | PLAN ADMINISTRATOR | $30,486 | not reported in the loaded dataset | 2023 |
| Charles Schwab | CUSTODIAN | $20,999 | $0 | 2023 |
| Bank Of Labor | TRUSTEE | $18,369 | $0 | 2023 |
| Stern Brothers Valuation Advisors | VALUATION SERVICES | $12,005 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Berkel & Company Contractors Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Bonner Springs, KS
- Principal — Schedule C compensation
- Charles Schwab — Schedule C compensation
- Bank Of Labor — Schedule C compensation
- Stern Brothers Valuation Advisors — Schedule C compensation