Berry Aviation, Inc. Profit Sharing 401(K) Plan — Form 5500 plan (Berry Aviation, 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 Aviation, Inc. Profit Sharing 401(K) Plan is a benefit plan reported by Berry Aviation, Inc. under EIN 74-2288496 and plan number 001. The latest loaded filing year is 2023. The filing reports 327 participants and $8,732,443 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Berry Aviation, Inc.
- EIN
- 74-2288496
- Plan number
- 001
- Plan type
- 2
- Location
- San Marcos, TX
- Latest filing year
- 2023
- Participants
- 327
- End-of-year plan assets
- $8,732,443
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 327 | H, C | 20240924065707NAL0007249955001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,732,443
- Total liabilities (EOY)
- $81,930
- Net assets (EOY)
- $8,650,513
- Net assets (BOY)
- $5,819,568
Income & contributions
- Employer contributions
- $686,412
- Participant contributions
- $1,441,617
- Total contributions
- $2,432,405
- Total income / additions
- $3,587,753
Expenses & distributions
- Benefits paid
- $1,252,651
- Administrative expenses
- $47,393
- Total expenses
- $1,325,196
- Net increase / (decrease)
- $2,262,557
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Enpower Annuity Insurance | RECORDKEEPER | $45,714 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $45,714 | $0 | 2023 |
| Alliant Insurance Serivce | INVESTMENT ADVISOR | $12,051 | not reported in the loaded dataset | 2023 |
| Employee Benefits Group, LLC | THIRD PARTY ADMINISTRATOR | $0 | $3,256 | 2023 |
| Mmlis | BROKER/ADVISOR | $0 | $1,538 | 2023 |
| Argent Retirement Plan | INVESTMENT ADVISOR | $967 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Berry Aviation, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in San Marcos, TX
- Enpower Annuity Insurance — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Alliant Insurance Serivce — Schedule C compensation
- Employee Benefits Group, LLC — Schedule C compensation
- Mmlis — Schedule C compensation
- Argent Retirement Plan — Schedule C compensation