Original filing (PDF)20250612144150NAL0049076722001

BERK ENTERPRISES INC.

Name: BERK ENTERPRISES INC. — BERK ENTERPRISES INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: BERK ENTERPRISES INC.

Form 5500-SF

FILING_RECEIVED

BERK ENTERPRISES INC. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BERK ENTERPRISES INC..

Plan sponsor

Name

BERK ENTERPRISES INC.

EIN

34-1190485

Address

1554 THOMAS ROAD SE · WARREN, OH · 44484

Phone

(330) 369-7576

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

PACIFIC WESTERN SALES INC

PACIFIC WESTERN SALES INC 401(K) PROFIT SHARING PLAN & TRUST

$5.2M · 55 participants

CHUDY PAPER COMPANY, INC.

CHUDY PAPER COMPANY, INC. RETIREMENT PLAN

$5.2M · 46 participants

BAUMANN PAPER COMPANY

BAUMANN PAPER COMPANY 401(K) PROFIT SHARING PLAN

$5.1M · 48 participants

FORMAN, INC.

FORMAN, INC. PROFIT SHARING AND SAVINGS PLAN

$5.1M · 30 participants

BETTER PAK CONTAINER CORP.

BETTER PAK CONTAINER CORP 401(K) PLAN