Bernatello'S Pizza, Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Bernatello'S Pizza, 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, Bernatello'S Pizza, Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Bernatello'S Pizza, Inc. under EIN 41-1419949 and plan number 001. The latest loaded filing year is 2023. The filing reports 949 participants and $36,708,122 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bernatello'S Pizza, Inc.
EIN
41-1419949
Plan number
001
Plan type
3
Location
Maple Lake, MN
Latest filing year
2023
Participants
949
End-of-year plan assets
$36,708,122

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023949H, C20241009230811NAL0039212066001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,708,122
Total liabilities (EOY)
$0
Net assets (EOY)
$36,708,122
Net assets (BOY)
$28,189,616

Income & contributions

Employer contributions
$1,244,246
Participant contributions
$3,385,992
Total contributions
$5,998,934
Total income / additions
$11,490,672

Expenses & distributions

Benefits paid
$2,883,841
Administrative expenses
$88,325
Total expenses
$2,972,166
Net increase / (decrease)
$8,518,506

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$76,021$02023
Newport Trust CompanyTRUSTEE$12,304$02023

Related Form 5500 pages