2023 Form 5500 filing — Bega North America, Inc. Salary Savings 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 20241015183337NAL0017051171001) for Bega North America, Inc. Salary Savings Plan, reported by Bega North America, Inc. under EIN 77-0079386 and plan number 001. It reports 226 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015183337NAL0017051171001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bega North America, Inc.
- EIN
- 77-0079386
- Plan number
- 001
- Location
- Carpinteria, CA
- Participants
- 226
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,375,320
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,375,320
- Employer contributions
- $911,345
- Participant contributions
- $1,061,758
- Total income / additions
- $6,433,748
- Benefits paid
- $1,911,298
- Administrative expenses
- $68,271
- Total expenses
- $1,979,569
- Net increase / (decrease)
- $4,454,179
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $37,172 | $0 |
| Capfinancial Partners LLC | NONE | $30,873 | not reported in the loaded dataset |