Bertera Dealerships 401(K) Plan & Trust — Form 5500 plan (Amb & Rg Enterprises, LLC)
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, Bertera Dealerships 401(K) Plan & Trust is a benefit plan reported by Amb & Rg Enterprises, LLC under EIN 52-2239317 and plan number 002. The latest loaded filing year is 2023. The filing reports 277 participants and $12,814,627 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$12.8MPlan net assets, end of year$12,814,627
Participants277Covered participants reported
Assets / participant$46.3KComputed: assets ÷ participants$46,262 (computed)
Provider compensation$5801 Schedule C provider row(s)
- Plan sponsor
- Amb & Rg Enterprises, LLC
- EIN
- 52-2239317
- Plan number
- 002
- Plan type
- 2
- Location
- West Springfield, MA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 277 | H, C | 20240930155940NAL0009777056001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$12.8M total assets
Net assets$12.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $12,814,627
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,814,627
- Net assets (BOY)
- $10,885,250
Income & contributions
- Employer contributions
- $87,595
- Participant contributions
- $558,952
- Total contributions
- $646,547
- Total income / additions
- $2,473,728
Expenses & distributions
- Benefits paid
- $503,699
- Administrative expenses
- $11,066
- Total expenses
- $544,351
- Net increase / (decrease)
- $1,929,377
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
14%86%
Employer 14%Participant 86%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income20%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Usa | RECORDKEEPER | $580 | not reported in the loaded dataset | 2023 |