Berks Packing Ufcw 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 Ufcw 401(K) Plan is a benefit plan reported by Berks Packing Co., Inc. under EIN 23-0404560 and plan number 004. The latest loaded filing year is 2023. The filing reports 90 participants and $3,794,863 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.8MPlan net assets, end of year$3,794,863
Participants90Covered participants reported
Assets / participant$42.2KComputed: assets ÷ participants$42,165 (computed)
Provider compensationNone reported
Plan sponsor
Berks Packing Co., Inc.
EIN
23-0404560
Plan number
004
Plan type
2
Location
Reading, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202390I20240516122207NAL0050713793001
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)$3.8M total assets
Net assets$3.8MLiabilities$0
Money in vs. money out
Total income / additions$915K
Total expenses$377.8K
Benefits paid / distributions$375.1K
Contributions
Employer$303K
Participant$94.5K
Full reported line items

Net assets

Total assets (EOY)
$3,794,863
Total liabilities (EOY)
$0
Net assets (EOY)
$3,794,863
Net assets (BOY)
$3,257,708

Income & contributions

Employer contributions
$303,003
Participant contributions
$94,541
Total income / additions
$914,960

Expenses & distributions

Benefits paid
$375,107
Administrative expenses
$2,698
Total expenses
$377,805
Net increase / (decrease)
$537,155
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 76%Participant 24%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income41%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages