Birkey'S Farm Store, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Birkeys Farm Store 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, Birkey'S Farm Store, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Birkeys Farm Store Inc under EIN 37-0791276 and plan number 001. The latest loaded filing year is 2023. The filing reports 445 participants and $44,471,916 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Birkeys Farm Store Inc
- EIN
- 37-0791276
- Plan number
- 001
- Plan type
- 2
- Location
- Champaign, IL
- Latest filing year
- 2023
- Participants
- 445
- End-of-year plan assets
- $44,471,916
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 445 | H, C | 20240726052332NAL0009950547001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,471,916
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,471,916
- Net assets (BOY)
- $36,833,351
Income & contributions
- Employer contributions
- $1,136,333
- Participant contributions
- $1,976,826
- Total contributions
- $3,122,236
- Total income / additions
- $10,352,685
Expenses & distributions
- Benefits paid
- $2,596,246
- Administrative expenses
- $117,874
- Total expenses
- $2,714,120
- Net increase / (decrease)
- $7,638,565
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward Jones | INVESTMENT/FINANCIAL ADVI | $77,850 | $0 | 2023 |
| Mesirow Financial Investment Manage | INVESTMENT/FINANCIAL ADVI | $27,354 | $0 | 2023 |
| Clifton Larson Allen Llp | ACCOUNTANT | $9,518 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $1,575 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Birkeys Farm Store Inc
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Champaign, IL
- Edward Jones — Schedule C compensation
- Mesirow Financial Investment Manage — Schedule C compensation
- Clifton Larson Allen Llp — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation