Berlin Packaging L.L.C. 401(K) Plan — Form 5500 plan (Berlin Packaging L.L.C.)
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, Berlin Packaging L.L.C. 401(K) Plan is a benefit plan reported by Berlin Packaging L.L.C. under EIN 36-4200026 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,293 participants and $137,780,986 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$137.8MPlan net assets, end of year$137,780,986
Participants1.3KCovered participants reported1,293
Assets / participant$106.6KComputed: assets ÷ participants$106,559 (computed)
Provider compensation$250K3 Schedule C provider row(s)$250,015
- Plan sponsor
- Berlin Packaging L.L.C.
- EIN
- 36-4200026
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,293 | H, C | 20240802123415NAL0015973027001 |
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)$137.8M total assets
Net assets$137.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $137,780,986
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $137,780,986
- Net assets (BOY)
- $120,902,383
Income & contributions
- Employer contributions
- $2,600,243
- Participant contributions
- $8,977,067
- Total contributions
- $12,890,865
- Total income / additions
- $32,021,091
Expenses & distributions
- Benefits paid
- $14,892,122
- Administrative expenses
- $250,015
- Total expenses
- $15,142,488
- Net increase / (decrease)
- $16,878,603
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.
22%78%
Employer 22%Participant 78%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income47%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $151,681 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $88,834 | $0 | 2023 |
| Hansen, Plahm & Company | ACCOUNTANT\AUDITOR | $9,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Berlin Packaging L.L.C.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Hansen, Plahm & Company — Schedule C compensation