2023 Form 5500 filing — Baldwin Richardson Foods Company 401(K) 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 20241011113245NAL0038587280001) for Baldwin Richardson Foods Company 401(K) Profit Sharing Plan, reported by Baldwin Richardson Foods Company under EIN 36-3843103 and plan number 001. It reports 596 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)$24.4MReported net assets$24,442,374
Participants596
Provider compensation$128.9K2 Schedule C row(s)$128,894
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011113245NAL0038587280001
- Plan sponsor
- Baldwin Richardson Foods Company
- EIN
- 36-3843103
- Plan number
- 001
- Location
- Macedon, NY
- 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)$24.4M total assets
Net assets$24.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $24,442,374
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,442,374
- Employer contributions
- $635,973
- Participant contributions
- $2,133,786
- Total income / additions
- $6,593,172
- Benefits paid
- $1,792,508
- Administrative expenses
- $128,894
- Total expenses
- $1,931,210
- Net increase / (decrease)
- $4,661,962
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $91,394 | $0 |
| Arthur J Gallagher & Co | INVESTMENT ADVISORY | $37,500 | not reported in the loaded dataset |