2023 Form 5500 filing — Berridge Manufacturing 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 20241015042430NAL0015860771001) for Berridge Manufacturing 401(K) Plan, reported by Berridge Manufacturing Company under EIN 74-2125639 and plan number 001. It reports 219 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015042430NAL0015860771001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Berridge Manufacturing Company
- EIN
- 74-2125639
- Plan number
- 001
- Location
- San Antonio, TX
- Participants
- 219
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,841,330
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,841,330
- Employer contributions
- $181,927
- Participant contributions
- $472,820
- Total income / additions
- $1,782,291
- Benefits paid
- $823,739
- Administrative expenses
- $53,048
- Total expenses
- $876,787
- Net increase / (decrease)
- $905,504
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co. Of America | RECORDKEEPER | $38,535 | $0 |
| Morgan Stanley Smith Barney LLC | BROKER/ADVISOR | $0 | $21,419 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $12,534 | not reported in the loaded dataset |
| Loren D. Stark Company | CONTRACT ADMIN | $1,980 | $8,144 |
| Morgan Stanley Insurance Services I | BROKER/ADVISER | $0 | $3,596 |