Berkeley Bowl Produce Inc 401k Profit Sharing Plan — Form 5500 plan (Berkeley Bowl Produce 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, Berkeley Bowl Produce Inc 401k Profit Sharing Plan is a benefit plan reported by Berkeley Bowl Produce Inc under EIN 94-2803364 and plan number 002. The latest loaded filing year is 2023. The filing reports 733 participants and $34,106,960 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Berkeley Bowl Produce Inc
- EIN
- 94-2803364
- Plan number
- 002
- Plan type
- 2
- Location
- Berkeley, CA
- Latest filing year
- 2023
- Participants
- 733
- End-of-year plan assets
- $34,106,960
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 733 | H, C | 20241012143121NAL0011799731001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,106,960
- Total liabilities (EOY)
- $147
- Net assets (EOY)
- $34,106,813
- Net assets (BOY)
- $29,695,817
Income & contributions
- Employer contributions
- $1,426,017
- Participant contributions
- $784,575
- Total contributions
- $2,221,773
- Total income / additions
- $6,490,132
Expenses & distributions
- Benefits paid
- $1,949,150
- Administrative expenses
- $129,986
- Total expenses
- $2,079,136
- Net increase / (decrease)
- $4,410,996
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edelman Financial Engines LLC | ADVISOR | $73,967 | $0 | 2023 |
| The Retirement Plan Company LLC | RECORDKEEPER | $57,741 | $0 | 2023 |
| Associated Pension Consultants | NONE | $7,100 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Berkeley Bowl Produce Inc
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Berkeley, CA
- Edelman Financial Engines LLC — Schedule C compensation
- The Retirement Plan Company LLC — Schedule C compensation
- Associated Pension Consultants — Schedule C compensation