Berks Packing Teamsters 401(K) Plan — Form 5500 plan (Berks Packing Co., 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, Berks Packing Teamsters 401(K) Plan is a benefit plan reported by Berks Packing Co., Inc. under EIN 23-0404560 and plan number 003. The latest loaded filing year is 2023. The filing reports 15 participants and $1,157,179 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.2MPlan net assets, end of year$1,157,179
Participants15Covered participants reported
Assets / participant$77.1KComputed: assets ÷ participants$77,145 (computed)
Provider compensationNone reported
Plan sponsor
Berks Packing Co., Inc.
EIN
23-0404560
Plan number
003
Plan type
2
Location
Reading, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202315I20240516122256NAL0069121234001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.2M total assets
Net assets$1.2MLiabilities$0
Money in vs. money out
Total income / additions$238.6K
Total expenses$156.6K
Benefits paid / distributions$154.9K
Contributions
Employer$61.3K
Participant$20.6K
Full reported line items

Net assets

Total assets (EOY)
$1,157,179
Total liabilities (EOY)
$0
Net assets (EOY)
$1,157,179
Net assets (BOY)
$1,075,254

Income & contributions

Employer contributions
$61,272
Participant contributions
$20,605
Total income / additions
$238,574

Expenses & distributions

Benefits paid
$154,914
Administrative expenses
$1,735
Total expenses
$156,649
Net increase / (decrease)
$81,925
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 75%Participant 25%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income65%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages