2023 Form 5500 filing — Berkeley Bowl Produce Inc 401k 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 20241012143121NAL0011799731001) for Berkeley Bowl Produce Inc 401k Profit Sharing Plan, reported by Berkeley Bowl Produce Inc under EIN 94-2803364 and plan number 002. It reports 733 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012143121NAL0011799731001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Berkeley Bowl Produce Inc
- EIN
- 94-2803364
- Plan number
- 002
- Location
- Berkeley, CA
- Participants
- 733
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,106,960
- Total liabilities (EOY)
- $147
- Net assets (EOY)
- $34,106,813
- Employer contributions
- $1,426,017
- Participant contributions
- $784,575
- Total income / additions
- $6,490,132
- Benefits paid
- $1,949,150
- Administrative expenses
- $129,986
- Total expenses
- $2,079,136
- Net increase / (decrease)
- $4,410,996
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edelman Financial Engines LLC | ADVISOR | $73,967 | $0 |
| The Retirement Plan Company LLC | RECORDKEEPER | $57,741 | $0 |
| Associated Pension Consultants | NONE | $7,100 | $0 |