2023 Form 5500 filing — Birkey'S Farm Store, Inc. 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240726052332NAL0009950547001) for Birkey'S Farm Store, Inc. 401(K) Profit Sharing Plan, reported by Birkeys Farm Store Inc under EIN 37-0791276 and plan number 001. It reports 445 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726052332NAL0009950547001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Birkeys Farm Store Inc
- EIN
- 37-0791276
- Plan number
- 001
- Location
- Champaign, IL
- Participants
- 445
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,471,916
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,471,916
- Employer contributions
- $1,136,333
- Participant contributions
- $1,976,826
- Total income / additions
- $10,352,685
- Benefits paid
- $2,596,246
- Administrative expenses
- $117,874
- Total expenses
- $2,714,120
- Net increase / (decrease)
- $7,638,565
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward Jones | INVESTMENT/FINANCIAL ADVI | $77,850 | $0 |
| Mesirow Financial Investment Manage | INVESTMENT/FINANCIAL ADVI | $27,354 | $0 |
| Clifton Larson Allen Llp | ACCOUNTANT | $9,518 | $0 |
| Adp, Inc. | RECORD KEEPER | $1,575 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |