2023 Form 5500 filing — Biery Cheese Company Employees 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 20240912154932NAL0008772241001) for Biery Cheese Company Employees Profit Sharing Plan, reported by Biery Cheese Company under EIN 34-0750763 and plan number 002. It reports 795 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912154932NAL0008772241001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Biery Cheese Company
- EIN
- 34-0750763
- Plan number
- 002
- Location
- Louisville, OH
- Participants
- 795
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,050,135
- Net assets (EOY)
- $19,050,135
- Employer contributions
- $804,726
- Participant contributions
- $1,441,628
- Total income / additions
- $5,118,484
- Benefits paid
- $4,469,822
- Administrative expenses
- $92,111
- Total expenses
- $4,563,135
- Net increase / (decrease)
- $555,349
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $60,486 | not reported in the loaded dataset |
| Capfinancial Partners LLC | NONE | $31,700 | not reported in the loaded dataset |