Berry-It Inc — Form 5500 plan (Berry-It Inc)
Plain-English plan 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, Berry-It Inc is a benefit plan reported by Berry-It Inc under EIN 20-1034752 and plan number 001. The latest loaded filing year is 2023. The filing reports 145 participants and $2,624,125 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Berry-It Inc
- EIN
- 20-1034752
- Plan number
- 001
- Plan type
- 2
- Location
- Kokomo, IN
- Latest filing year
- 2023
- Participants
- 145
- End-of-year plan assets
- $2,624,125
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 145 | H, C | 20240923050640NAL0015072352001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,624,125
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,624,125
- Net assets (BOY)
- $1,752,213
Income & contributions
- Employer contributions
- $336,407
- Participant contributions
- $552,100
- Total contributions
- $908,312
- Total income / additions
- $1,277,481
Expenses & distributions
- Benefits paid
- $387,993
- Administrative expenses
- $17,404
- Total expenses
- $405,569
- Net increase / (decrease)
- $871,912
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $15,839 | $0 | 2023 |