2023 Form 5500 filing — Baldwin Richardson Foods Company 401(K) Profit Sharing 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 20241011113245NAL0038587280001) for Baldwin Richardson Foods Company 401(K) Profit Sharing Plan, reported by Baldwin Richardson Foods Company under EIN 36-3843103 and plan number 001. It reports 596 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011113245NAL0038587280001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Baldwin Richardson Foods Company
- EIN
- 36-3843103
- Plan number
- 001
- Location
- Macedon, NY
- Participants
- 596
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,442,374
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,442,374
- Employer contributions
- $635,973
- Participant contributions
- $2,133,786
- Total income / additions
- $6,593,172
- Benefits paid
- $1,792,508
- Administrative expenses
- $128,894
- Total expenses
- $1,931,210
- Net increase / (decrease)
- $4,661,962
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $91,394 | $0 |
| Arthur J Gallagher & Co | INVESTMENT ADVISORY | $37,500 | not reported in the loaded dataset |