2023 Form 5500 filing — Berlin Packaging L.L.C. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240802123415NAL0015973027001) for Berlin Packaging L.L.C. 401(K) Plan, reported by Berlin Packaging L.L.C. under EIN 36-4200026 and plan number 001. It reports 1,293 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240802123415NAL0015973027001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Berlin Packaging L.L.C.
- EIN
- 36-4200026
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 1,293
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $137,780,986
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $137,780,986
- Employer contributions
- $2,600,243
- Participant contributions
- $8,977,067
- Total income / additions
- $32,021,091
- Benefits paid
- $14,892,122
- Administrative expenses
- $250,015
- Total expenses
- $15,142,488
- Net increase / (decrease)
- $16,878,603
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $151,681 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $88,834 | $0 |
| Hansen, Plahm & Company | ACCOUNTANT\AUDITOR | $9,500 | not reported in the loaded dataset |