Berner Food & Beverage, LLC Profit Sharing 401(K) Plan — Form 5500 plan (Berner Food & Beverage, LLC)

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, Berner Food & Beverage, LLC Profit Sharing 401(K) Plan is a benefit plan reported by Berner Food & Beverage, LLC under EIN 36-2839626 and plan number 001. The latest loaded filing year is 2023. The filing reports 976 participants and $10,824,115 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Berner Food & Beverage, LLC
EIN
36-2839626
Plan number
001
Plan type
2
Location
Dakota, IL
Latest filing year
2023
Participants
976
End-of-year plan assets
$10,824,115

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023976H, C20241001150219NAL0007332529001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,824,115
Total liabilities (EOY)
$0
Net assets (EOY)
$10,824,115
Net assets (BOY)
$8,781,327

Income & contributions

Employer contributions
$591,001
Participant contributions
$1,015,416
Total contributions
$1,680,682
Total income / additions
$3,081,796

Expenses & distributions

Benefits paid
$933,482
Administrative expenses
$81,196
Total expenses
$1,039,008
Net increase / (decrease)
$2,042,788

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Savant Capital, LLCNONE$56,339not reported in the loaded dataset2023
Pcs Retirement, LLCNONE$24,856$02023

Related Form 5500 pages