2023 Form 5500 filing — Ball Horticultural Company Profit Sharing Retirement 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 20241015080932NAL0027803201002) for Ball Horticultural Company Profit Sharing Retirement Plan, reported by Ball Horticultural Company under EIN 36-4031900 and plan number 001. It reports 1,016 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015080932NAL0027803201002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ball Horticultural Company
- EIN
- 36-4031900
- Plan number
- 001
- Location
- West Chicago, IL
- Participants
- 1,016
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $158,175,651
- Net assets (EOY)
- $158,175,651
- Employer contributions
- $4,001,995
- Participant contributions
- $5,261,093
- Total income / additions
- $33,442,268
- Benefits paid
- $9,319,287
- Administrative expenses
- $152,402
- Total expenses
- $9,479,396
- Net increase / (decrease)
- $23,962,872
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $117,214 | not reported in the loaded dataset |
| Fiducient Advisors LLC | NONE | $18,750 | not reported in the loaded dataset |
| Forvis, Llp | NONE | $14,000 | not reported in the loaded dataset |
| Charles Schwab & Co.,Inc. | NONE | $942 | $0 |