2023 Form 5500 filing — G.W. Berkheimer Co. Inc. Employee Stock Ownership 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 20241127124806NAL0004303347001) for G.W. Berkheimer Co. Inc. Employee Stock Ownership Plan, reported by G.W. Berkheimer Co. Inc. under EIN 35-0823544 and plan number 002. It reports 398 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241127124806NAL0004303347001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- G.W. Berkheimer Co. Inc.
- EIN
- 35-0823544
- Plan number
- 002
- Location
- Portage, IN
- Participants
- 398
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,110,244
- Total liabilities (EOY)
- $746,620
- Net assets (EOY)
- $34,363,624
- Employer contributions
- $1,625,000
- Total income / additions
- $7,424,995
- Benefits paid
- $1,128,146
- Administrative expenses
- $0
- Total expenses
- $1,128,146
- Net increase / (decrease)
- $6,296,849
- Schedule source
- Schedule H