2023 Form 5500 filing — Campbell Companies Bargaining Unit 401(K) 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 20241003155414NAL0017492912001) for Campbell Companies Bargaining Unit 401(K) Plan, reported by Campbell Companies under EIN 84-3055712 and plan number 003. It reports 748 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$47.3MReported net assets$47,268,694
Participants748
Provider compensation$85.7K3 Schedule C row(s)$85,713
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241003155414NAL0017492912001
- Plan sponsor
- Campbell Companies
- EIN
- 84-3055712
- Plan number
- 003
- Location
- Salt Lake City, UT
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$47.3M total assets
Net assets$47.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $47,268,694
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,268,694
- Employer contributions
- $2,145,307
- Participant contributions
- $3,193,093
- Total income / additions
- $12,543,420
- Benefits paid
- $2,353,797
- Administrative expenses
- $89,875
- Total expenses
- $2,529,542
- Net increase / (decrease)
- $10,013,878
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $45,589 | $0 |
| Kestra Advisory Services LLC | NONE | $29,724 | not reported in the loaded dataset |
| Carver Florek & James Cpa'S | NONE | $10,400 | not reported in the loaded dataset |