2023 Form 5500 filing — Birkenstock 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 20241011163116NAL0022334161001) for Birkenstock 401(K) Plan, reported by Birkenstock Usa, Lp under EIN 26-1300428 and plan number 003. It reports 275 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011163116NAL0022334161001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Birkenstock Usa, Lp
- EIN
- 26-1300428
- Plan number
- 003
- Location
- Novato, CA
- Participants
- 275
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,763,079
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,763,079
- Employer contributions
- $1,312,496
- Participant contributions
- $1,945,805
- Total income / additions
- $7,452,943
- Benefits paid
- $819,731
- Administrative expenses
- $54,675
- Total expenses
- $874,406
- Net increase / (decrease)
- $6,578,537
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Financial Network | ADVISOR | $42,236 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $12,439 | $0 |