Who sponsors the Berwind Corporation 401(K) Savings Plan?

Berwind Corporation 401(K) Savings Plan is reported as sponsored by Berwind Corporation (EIN 23-0406815, plan number 011) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Berwind Corporation 401(K) Savings Plan?

The latest Form 5500 filing year loaded for Berwind Corporation 401(K) Savings Plan is 2023.

How many participants does Berwind Corporation 401(K) Savings Plan report?

Berwind Corporation 401(K) Savings Plan reports 177 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Berwind Corporation 401(K) Savings Plan?

Berwind Corporation 401(K) Savings Plan reports $41,704,574 in end-of-year plan assets in its latest loaded Form 5500 filing.

Berwind Corporation 401(K) Savings Plan — Form 5500 plan (Berwind Corporation)

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, Berwind Corporation 401(K) Savings Plan is a benefit plan reported by Berwind Corporation under EIN 23-0406815 and plan number 011. The latest loaded filing year is 2023. The filing reports 177 participants and $41,704,574 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$41.7MPlan net assets, end of year$41,704,574

Participants177Covered participants reported

Assets / participant$235.6KComputed: assets ÷ participants$235,619 (computed)

Provider compensation$1.1K1 Schedule C provider row(s)$1,065

Plan sponsor: Berwind Corporation
EIN: 23-0406815
Plan number: 011
Plan type: 2
Location: Philadelphia, PA
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	177	H, C	20240926084734NAL0000389697001

Schedule H · 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)$41.7M total assets

Net assets$41.7MLiabilities$0

Money in vs. money out

Total income / additions$9.6M

Total expenses$769.2K

Benefits paid / distributions$768.3K

Contributions

Employer$657.9K

Participant$1.7M

Full reported line items

Net assets

Total assets (EOY): $41,704,574
Total liabilities (EOY): $0
Net assets (EOY): $41,704,574
Net assets (BOY): $33,246,049

Income & contributions

Employer contributions: $657,870
Participant contributions: $1,674,260
Total contributions: $2,676,698
Total income / additions: $9,571,561

Expenses & distributions

Benefits paid: $768,325
Administrative expenses: $890
Total expenses: $769,215
Net increase / (decrease): $8,802,346

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
The Vanguard Group, Inc.	NONE	$1,065	$0	2023