2023 Form 5500 filing — Ideal Roller Company Retirement Plan For Factory Employees
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 20240925163339NAL0029700882001) for Ideal Roller Company Retirement Plan For Factory Employees, reported by New Berry, Inc. under EIN 95-3874528 and plan number 004. It reports 85 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240925163339NAL0029700882001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New Berry, Inc.
- EIN
- 95-3874528
- Plan number
- 004
- Location
- Harmony, PA
- Participants
- 85
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,441,918
- Total liabilities (EOY)
- $4,738
- Net assets (EOY)
- $1,437,180
- Employer contributions
- $170,000
- Total income / additions
- $362,520
- Benefits paid
- $127,235
- Administrative expenses
- $23,880
- Total expenses
- $214,239
- Net increase / (decrease)
- $148,281
- Schedule source
- Schedule I