Plan5500

Berks Construction Group LLC Employee Benefit Plan — Form 5500 plan (Berks Construction Group, 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, Berks Construction Group LLC Employee Benefit Plan is a benefit plan reported by Berks Construction Group, LLC under EIN 81-3983474 and plan number 501. The latest loaded filing year is 2023. The filing reports 45 participants and $150,940 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Berks Construction Group, LLC
EIN
81-3983474
Plan number
501
Plan type
2
Location
Wyomissing, PA
Latest filing year
2023
Participants
45
End-of-year plan assets
$150,940

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202345I, C20240709172950NAL0008999427001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$150,940
Total liabilities (EOY)
$40,244
Net assets (EOY)
$110,696
Net assets (BOY)
$43,686

Income & contributions

Employer contributions
$351,069
Participant contributions
$393,299
Total income / additions
$748,022

Expenses & distributions

Benefits paid
$379,784
Administrative expenses
$3,540
Total expenses
$681,012
Net increase / (decrease)
$67,010

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tompkins InsuranceBROKER$17,700not reported in the loaded dataset2023
The Benecon GroupBROKER$14,854not reported in the loaded dataset2023
Capital BluecrossCARRIER$3,540not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$3,163not reported in the loaded dataset2023

Related Form 5500 pages