Berkeley Point Capital Llc 401(k) Plan (terminated 2014): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2014. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Berkeley Point Capital Llc 401(k) Plan Facts (plan year 2014)

Plan name
BERKELEY POINT CAPITAL LLC SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
BERKELEY POINT CAPITAL LLC
Participants
224
Former employees with a balance
0
Employer contributions
$925,579 in plan year 2014 (41% of all contributions)
Plan year
Jan 1, 2014 – Sep 30, 2014
Plan established
Mar 1, 2012
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2014 (Jan 1, 2014 – Sep 30, 2014), filed Jul 16, 2015. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2014

  • $2.26 million went into the plan in contributions, $925,579 of it from the employer (41%).
  • $18.6 million was paid out to participants.
  • Investment and other income added $794,645.

How the Berkeley Point Capital Llc 401(k) changed, 2012–2014

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2012176$10.2 million$678,512$226,022
2013207$15.6 million$1.47 million$878,350
2014 (final)224$0$925,579$18.6 million

Berkeley Point Capital Llc 401(k) Contact Information

Phone
301-347-4833
Mailing address
4550 MONTGOMERY AVENUE SUITE 1100, BETHESDA MD 20814
Plan sponsor
BERKELEY POINT CAPITAL LLC
Employer identification number (EIN)
45-3508295
Plan number
001

Questions about the Berkeley Point Capital Llc 401(k)

Is the Berkeley Point Capital Llc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2014.

Does Berkeley Point Capital Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2014 the employer contributed $925,579, 41% of all contributions.

Does the Berkeley Point Capital Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Berkeley Point Capital Llc 401(k) plan?

224 participants at the start of plan year 2014.

Who manages the Berkeley Point Capital Llc 401(k) accounts?

ADP Retirement Services is the plan's recordkeeper, which is where participants log in to see their balance.

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