Berry Contracting, Inc. Employee Profit Sharing Plan & Trust — Form 5500 plan (Berry Gp, Inc. D/B/A/ Berry Contracting, 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, Berry Contracting, Inc. Employee Profit Sharing Plan & Trust is a benefit plan reported by Berry Gp, Inc. D/B/A/ Berry Contracting, Inc. under EIN 74-1239592 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,881 participants and $46,300,581 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Berry Gp, Inc. D/B/A/ Berry Contracting, Inc.
- EIN
- 74-1239592
- Plan number
- 001
- Plan type
- 2
- Location
- Corpus Christi, TX
- Latest filing year
- 2023
- Participants
- 1,881
- End-of-year plan assets
- $46,300,581
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,881 | H, C | 20240913104929NAL0005034035001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,300,581
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,300,581
- Net assets (BOY)
- $41,092,655
Income & contributions
- Employer contributions
- $1,065,484
- Participant contributions
- $3,528,924
- Total contributions
- $4,953,820
- Total income / additions
- $11,131,458
Expenses & distributions
- Benefits paid
- $5,728,004
- Administrative expenses
- $140,493
- Total expenses
- $5,923,532
- Net increase / (decrease)
- $5,207,926
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Next Financial Group | ADVISOR | $102,972 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $20,196 | $0 | 2023 |
| Rsm Us Llp | ACCOUNTANT/AUDITOR | $17,325 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Berry Gp, Inc. D/B/A/ Berry Contracting, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Corpus Christi, TX
- Next Financial Group — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Rsm Us Llp — Schedule C compensation