2023 Form 5500 filing — New Berlin Plastics 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 20240812143659NAL0009445249001) for New Berlin Plastics 401(K) Plan, reported by New Berlin Plastics, Inc. under EIN 39-1217448 and plan number 001. It reports 162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240812143659NAL0009445249001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New Berlin Plastics, Inc.
- EIN
- 39-1217448
- Plan number
- 001
- Location
- New Berlin, WI
- Participants
- 162
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,272,341
- Net assets (EOY)
- $8,272,341
- Employer contributions
- $235,175
- Participant contributions
- $549,202
- Total income / additions
- $1,817,960
- Benefits paid
- $452,258
- Administrative expenses
- $42,867
- Total expenses
- $495,125
- Net increase / (decrease)
- $1,322,835
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $29,842 | $0 |
| Woodbury Financial Serviceds | BROKER/ADVISO R | $0 | $17,232 |
| Blue Chip Retirement Plans, Inc | TPA | $3,525 | $7,297 |
| New Berlin Plastics | OTHER | $9,500 | $0 |