2023 Form 5500 filing — Berry Companies, Inc. 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 20241226105258NAL0011892353001) for Berry Companies, Inc. Profit Sharing Plan, reported by Berry Companies, Inc. under EIN 48-0797941 and plan number 001. It reports 1,622 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241226105258NAL0011892353001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Berry Companies, Inc.
- EIN
- 48-0797941
- Plan number
- 001
- Location
- Wichita, KS
- Participants
- 1,622
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $96,702,746
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $96,702,746
- Employer contributions
- $2,768,924
- Participant contributions
- $7,994,579
- Total income / additions
- $26,941,902
- Benefits paid
- $3,949,578
- Administrative expenses
- $205,006
- Total expenses
- $4,154,584
- Net increase / (decrease)
- $22,787,318
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services | NONE | $128,691 | not reported in the loaded dataset |
| Pension Consultants Inc. | NONE | $76,315 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $5,534 |