Plan5500

Berry Companies, Inc. Profit Sharing Plan — Form 5500 plan (Berry Companies, 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, Berry Companies, Inc. Profit Sharing Plan is a benefit plan reported by Berry Companies, Inc. under EIN 48-0797941 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,622 participants and $96,702,746 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Berry Companies, Inc.
EIN
48-0797941
Plan number
001
Plan type
2
Location
Wichita, KS
Latest filing year
2023
Participants
1,622
End-of-year plan assets
$96,702,746

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,622H, C20241226105258NAL0011892353001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$96,702,746
Total liabilities (EOY)
$0
Net assets (EOY)
$96,702,746
Net assets (BOY)
$73,915,428

Income & contributions

Employer contributions
$2,768,924
Participant contributions
$7,994,579
Total contributions
$11,488,064
Total income / additions
$26,941,902

Expenses & distributions

Benefits paid
$3,949,578
Administrative expenses
$205,006
Total expenses
$4,154,584
Net increase / (decrease)
$22,787,318

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oneamerica Retirement ServicesNONE$128,691not reported in the loaded dataset2023
Pension Consultants Inc.NONE$76,315not reported in the loaded dataset2023
Matrix Trust CompanyNONE$0$5,5342023

Related Form 5500 pages