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Plan Name | BERG CONSTRUCTION LLC EMPLOYEE BENEFIT PLAN (501) |
Plan identification number | 501 |
401k Plan Type | Welfare Benefit |
Plan Features/Benefits |
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Company Name: | BERG CONSTRUCTION LLC |
Employer identification number (EIN): | 841651786 |
NAIC Classification: | 236200 |
Additional information about BERG CONSTRUCTION LLC
Jurisdiction of Incorporation: | COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE |
Incorporation Date: | |
Company Identification Number: | 3223863 |
More information about BERG CONSTRUCTION LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
501 | 2022-07-01 | ||||
501 | 2021-07-01 |
Measure | Date | Value |
---|---|---|
2022: BERG CONSTRUCTION LLC EMPLOYEE BENEFIT PLAN (501) 2022 401k membership | ||
Total participants, beginning-of-year | 2022-07-01 | 58 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-07-01 | 61 |
Number of retired or separated participants receiving benefits | 2022-07-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2022-07-01 | 0 |
Total of all active and inactive participants | 2022-07-01 | 62 |
2021: BERG CONSTRUCTION LLC EMPLOYEE BENEFIT PLAN (501) 2021 401k membership | ||
Total participants, beginning-of-year | 2021-07-01 | 57 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 58 |
Number of retired or separated participants receiving benefits | 2021-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 0 |
Total of all active and inactive participants | 2021-07-01 | 58 |
Measure | Date | Value |
---|---|---|
2023 : BERG CONSTRUCTION LLC EMPLOYEE BENEFIT PLAN (501) 2023 401k financial data | ||
Total plan liabilities at end of year | 2023-06-30 | $50,591 |
Total plan liabilities at beginning of year | 2023-06-30 | $45,847 |
Total income from all sources | 2023-06-30 | $607,593 |
Expenses. Total of all expenses incurred | 2023-06-30 | $568,197 |
Benefits paid (including direct rollovers) | 2023-06-30 | $327,386 |
Total plan assets at end of year | 2023-06-30 | $49,900 |
Total plan assets at beginning of year | 2023-06-30 | $5,760 |
Value of fidelity bond covering the plan | 2023-06-30 | $200,000 |
Total contributions received or receivable from participants | 2023-06-30 | $161,617 |
Expenses. Other expenses not covered elsewhere | 2023-06-30 | $236,192 |
Contributions received from other sources (not participants or employers) | 2023-06-30 | $15,522 |
Other income received | 2023-06-30 | $374 |
Net income (gross income less expenses) | 2023-06-30 | $39,396 |
Net plan assets at end of year (total assets less liabilities) | 2023-06-30 | $-691 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-06-30 | $-40,087 |
Total contributions received or receivable from employer(s) | 2023-06-30 | $430,080 |
Value of corrective distributions | 2023-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-06-30 | $4,619 |
2022 : BERG CONSTRUCTION LLC EMPLOYEE BENEFIT PLAN (501) 2022 401k financial data | ||
Total plan liabilities at end of year | 2022-06-30 | $45,847 |
Total plan liabilities at beginning of year | 2022-06-30 | $0 |
Total income from all sources | 2022-06-30 | $453,327 |
Expenses. Total of all expenses incurred | 2022-06-30 | $493,414 |
Benefits paid (including direct rollovers) | 2022-06-30 | $304,633 |
Total plan assets at end of year | 2022-06-30 | $5,760 |
Total plan assets at beginning of year | 2022-06-30 | $0 |
Value of fidelity bond covering the plan | 2022-06-30 | $200,000 |
Total contributions received or receivable from participants | 2022-06-30 | $106,669 |
Expenses. Other expenses not covered elsewhere | 2022-06-30 | $181,587 |
Other income received | 2022-06-30 | $75 |
Net income (gross income less expenses) | 2022-06-30 | $-40,087 |
Net plan assets at end of year (total assets less liabilities) | 2022-06-30 | $-40,087 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-06-30 | $0 |
Total contributions received or receivable from employer(s) | 2022-06-30 | $346,583 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-06-30 | $7,194 |
2022: BERG CONSTRUCTION LLC EMPLOYEE BENEFIT PLAN (501) 2022 form 5500 responses | ||
---|---|---|
2022-07-01 | Type of plan entity | Single employer plan |
2022-07-01 | Submission has been amended | No |
2022-07-01 | This submission is the final filing | No |
2022-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-07-01 | Plan is a collectively bargained plan | No |
2022-07-01 | Plan funding arrangement – Insurance | Yes |
2022-07-01 | Plan funding arrangement – Trust | Yes |
2022-07-01 | Plan benefit arrangement – Insurance | Yes |
2022-07-01 | Plan benefit arrangement - Trust | Yes |
2021: BERG CONSTRUCTION LLC EMPLOYEE BENEFIT PLAN (501) 2021 form 5500 responses | ||
2021-07-01 | Type of plan entity | Single employer plan |
2021-07-01 | First time form 5500 has been submitted | Yes |
2021-07-01 | Submission has been amended | No |
2021-07-01 | This submission is the final filing | No |
2021-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-07-01 | Plan is a collectively bargained plan | No |
2021-07-01 | Plan funding arrangement – Insurance | Yes |
2021-07-01 | Plan funding arrangement – Trust | Yes |
2021-07-01 | Plan benefit arrangement – Insurance | Yes |
2021-07-01 | Plan benefit arrangement - Trust | Yes |
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 954070 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 31000255 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 2 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 10840 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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NVA VISION (National Association of Insurance Commissioners NAIC id number: 11686 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 000000 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 2 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 31000255 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 3 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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