J A Berg, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (J A Berg, 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, J A Berg, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by J A Berg, Inc. under EIN 81-3523743 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $110,565 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$110.6KPlan net assets, end of year$110,565
Participants1Covered participants reported
Assets / participant$110.6KComputed: assets ÷ participants$110,565 (computed)
Provider compensationNone reported
Plan sponsor
J A Berg, Inc.
EIN
81-3523743
Plan number
001
Plan type
2
Location
Plainfield, IN
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231I20240612210112NAL0030100273001
Schedule I · 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)$110.6K total assets
Net assets$110.6KLiabilities$0
Money in vs. money out
Total income / additions$5.1K
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$0
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$110,565
Total liabilities (EOY)
$0
Net assets (EOY)
$110,565
Net assets (BOY)
$105,514

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total income / additions
$5,051

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$5,051

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages