2023 Form 5500 filing — Berry Enterprises, Inc. 401(K) Plan And Trust

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 20241009230922NAL0009602771001) for Berry Enterprises, Inc. 401(K) Plan And Trust, reported by Berry Enterprises, Inc. under EIN 54-0888093 and plan number 001. It reports 159 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)$9.7MReported net assets$9,679,917
Participants159
Provider compensation$3.6K1 Schedule C row(s)$3,632
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009230922NAL0009602771001
Plan sponsor
Berry Enterprises, Inc.
EIN
54-0888093
Plan number
001
Location
Chilhowie, VA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$9.7M total assets
Net assets$9.7MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$421.6K
Benefits paid / distributions$417.9K
Contributions
Employer$347.6K
Participant$613.7K
Full reported line items
Total assets (EOY)
$9,679,917
Total liabilities (EOY)
$0
Net assets (EOY)
$9,679,917
Employer contributions
$347,574
Participant contributions
$613,731
Total income / additions
$2,482,439
Benefits paid
$417,936
Administrative expenses
$3,632
Total expenses
$421,568
Net increase / (decrease)
$2,060,871
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $3.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009230922NAL0009602771001 cover?
It is the 2023 Form 5500 filing for Berry Enterprises, Inc. 401(K) Plan And Trust, reported by Berry Enterprises, Inc. (EIN 54-0888093).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages