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, Berkeley Citizens, Inc. Retirement Plan is a benefit plan reported by Berkeley Citizens, Inc under EIN 57-0698682 and plan number 001. The latest loaded filing year is 2023. The filing reports 209 participants and $6,066,292 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,066,292
- Net assets (EOY)
- $6,066,292
- Net assets (BOY)
- $5,407,483
Income & contributions
- Employer contributions
- $735,527
- Participant contributions
- $175,426
- Total contributions
- $939,973
- Total income / additions
- $1,770,462
Expenses & distributions
- Benefits paid
- $1,078,944
- Administrative expenses
- $32,709
- Total expenses
- $1,111,653
- Net increase / (decrease)
- $658,809