Plan5500

Bergelectric Corporation Money Purchase Pension Plan — Form 5500 plan (Bergelectric Corporation)

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, Bergelectric Corporation Money Purchase Pension Plan is a benefit plan reported by Bergelectric Corporation under EIN 95-1459684 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,214 participants and $120,247,803 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bergelectric Corporation
EIN
95-1459684
Plan number
003
Plan type
2
Location
Carlsbad, CA
Latest filing year
2023
Participants
2,214
End-of-year plan assets
$120,247,803

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,214H, C20241015214417NAL0029723089011

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$120,247,803
Net assets (EOY)
$120,247,803
Net assets (BOY)
$102,258,953

Income & contributions

Employer contributions
$13,273,718
Total contributions
$13,273,718
Total income / additions
$28,462,663

Expenses & distributions

Benefits paid
$10,093,328
Administrative expenses
$342,598
Total expenses
$10,473,813
Net increase / (decrease)
$17,988,850

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$342,598not reported in the loaded dataset2023

Related Form 5500 pages