Berger Rental Communities 401(K) Profit Sharing Plan — Form 5500 plan (Berger Rental Communities 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, Berger Rental Communities 401(K) Profit Sharing Plan is a benefit plan reported by Berger Rental Communities LLC under EIN 86-3977367 and plan number 001. The latest loaded filing year is 2023. The filing reports 339 participants and $7,787,395 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$7.8MPlan net assets, end of year$7,774,222
Participants339Covered participants reported
Assets / participant$23KComputed: assets ÷ participants$22,972 (computed)
Provider compensation$25.3K3 Schedule C provider row(s)$25,300
- Plan sponsor
- Berger Rental Communities LLC
- EIN
- 86-3977367
- Plan number
- 001
- Plan type
- 2
- Location
- Wayne, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 339 | H, C | 20240920112426NAL0010316384001 |
Schedule H · 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)$7.8M total assets
Net assets$7.8MLiabilities$13.2K
Full reported line items
Net assets
- Total assets (EOY)
- $7,787,395
- Total liabilities (EOY)
- $13,173
- Net assets (EOY)
- $7,774,222
- Net assets (BOY)
- $6,095,230
Income & contributions
- Employer contributions
- $382,534
- Participant contributions
- $1,018,769
- Total contributions
- $1,401,303
- Total income / additions
- $2,474,978
Expenses & distributions
- Benefits paid
- $712,860
- Administrative expenses
- $47,632
- Total expenses
- $795,986
- Net increase / (decrease)
- $1,678,992
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
27%73%
Employer 27%Participant 73%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income29%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial | INVESTMENT ADVISOR | $20,001 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $4,342 | $0 | 2023 |
| Empower Advisory Group | INVESTMENT MGMT | $957 | not reported in the loaded dataset | 2023 |