2023 Form 5500 filing — Beretta U.S.A. Corporation 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 20241015200721NAL0017158419001) for Beretta U.S.A. Corporation 401(K) & Profit Sharing Plan, reported by Beretta U.S.A. Corporation under EIN 22-1898352 and plan number 001. It reports 370 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)$37.3MReported net assets$37,255,300
Participants370
Provider compensation$59.9K3 Schedule C row(s)$59,938
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015200721NAL0017158419001
Plan sponsor
Beretta U.S.A. Corporation
EIN
22-1898352
Plan number
001
Location
Accokeek, MD
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)$37.3M total assets
Net assets$37.3MLiabilities$0
Money in vs. money out
Total income / additions$8.8M
Total expenses$5.9M
Benefits paid / distributions$5.8M
Contributions
Employer$1.9M
Participant$1.4M
Full reported line items
Total assets (EOY)
$37,255,300
Total liabilities (EOY)
$0
Net assets (EOY)
$37,255,300
Employer contributions
$1,895,046
Participant contributions
$1,411,166
Total income / additions
$8,788,404
Benefits paid
$5,844,572
Administrative expenses
$73,829
Total expenses
$5,941,612
Net increase / (decrease)
$2,846,792
Schedule C

Reported service provider compensation

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

  1. 1
    Adp, Inc.$36.2K
    RECORD KEEPER · Direct $36.2K · Indirect $0
  2. 2
    INVESTMENT/FINANCIAL ADVI · Direct $23.8K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015200721NAL0017158419001 cover?
It is the 2023 Form 5500 filing for Beretta U.S.A. Corporation 401(K) & Profit Sharing Plan, reported by Beretta U.S.A. Corporation (EIN 22-1898352).
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