2023 Form 5500 filing — Berrodin Co. 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 20240927123618NAL0003679344001) for Berrodin Co. 401(K) Plan, reported by Berrodin Co. under EIN 23-0406110 and plan number 004. It reports 292 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927123618NAL0003679344001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Berrodin Co.
- EIN
- 23-0406110
- Plan number
- 004
- Location
- Drexel Hill, PA
- Participants
- 292
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,285,455
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,285,455
- Employer contributions
- $178,034
- Participant contributions
- $364,553
- Total income / additions
- $2,764,426
- Benefits paid
- $9,979,585
- Administrative expenses
- $71,122
- Total expenses
- $10,050,707
- Net increase / (decrease)
- -$7,286,281
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Company | RECORD KEEPER | $50,164 | $0 |
| Mma Securities LLC | INVESTMENT ADVISOR | $15,982 | not reported in the loaded dataset |
| Newport Group Inc. | RECORD KEEPER | $4,670 | $0 |
| Berrodin Parts Warehouse | OTHER | $250 | not reported in the loaded dataset |