2023 Form 5500 filing — Berry College Defined Contribution 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 20241011103120NAL0021675809001) for Berry College Defined Contribution Plan, reported by Berry College, Inc. under EIN 58-0566133 and plan number 001. It reports 1,227 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)$145.8MReported net assets$145,770,064
Participants1.2K1,227
Provider compensation$34.1K1 Schedule C row(s)$34,106
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011103120NAL0021675809001
Plan sponsor
Berry College, Inc.
EIN
58-0566133
Plan number
001
Location
Mount Berry, GA
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)$145.8M total assets
Net assets$145.8MLiabilities$0
Money in vs. money out
Total income / additions$24.6M
Total expenses$9.1M
Benefits paid / distributions$9.1M
Contributions
Employer$3.1M
Participant$1.6M
Full reported line items
Total assets (EOY)
$145,770,064
Total liabilities (EOY)
$0
Net assets (EOY)
$145,770,064
Employer contributions
$3,141,161
Participant contributions
$1,583,198
Total income / additions
$24,600,776
Benefits paid
$9,057,918
Administrative expenses
$34,106
Total expenses
$9,096,107
Net increase / (decrease)
$15,504,669
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $34.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011103120NAL0021675809001 cover?
It is the 2023 Form 5500 filing for Berry College Defined Contribution Plan, reported by Berry College, Inc. (EIN 58-0566133).
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