Plan5500

Cliff Berry, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Cliff Berry, Inc. (EIN 65-0511114) is a plan sponsor located in Fort Lauderdale, FL with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
65-0511114
Location
Fort Lauderdale, FL
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Cliff Berry, Inc.

  • 2 loaded plans hold $7.7M in reported assets.
  • The largest, Cbi Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 357 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.7MSummed across loaded plans$7,716,562
Total reported assets$7.7M$7,716,562
Total reported participants357
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.7M total assets
Net assets$7.7MLiabilities$0
Contributions & income
Employer contributions$341.2K
Participant contributions$459K
Total income / additions$1.7M
Expenses & distributions
Benefits paid / distributions$180.7K
Total expenses$181.8K
Net increase / (decrease)$1.5M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Cbi Retirement Plan
Participants per plan179Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Cbi Retirement Plan$7.7M
    Plan #003 · 204 participants · 2023
  2. 2
    Cliff Berry, Inc. Employee Benefits Plannot reported in the loaded dataset
    Plan #501 · 153 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Cliff Berry, Inc.. Open one for its full reported snapshot.

  1. 2023
    Cbi Retirement Plan204 participants · 2Sch H
    View filing →
  2. 2023
    Cliff Berry, Inc. Employee Benefits Plan153 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Cliff Berry, Inc. report on Form 5500?
Cliff Berry, Inc. (EIN 65-0511114) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Cliff Berry, Inc.?
The Employer Identification Number (EIN) reported for Cliff Berry, Inc. is 65-0511114.
What is the latest Form 5500 filing year for Cliff Berry, Inc.?
The latest loaded Form 5500 filing year for Cliff Berry, Inc. is 2023.

Related Form 5500 pages