2023 Form 5500 filing — Terryberry Company 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 20250415123955NAL0005601168001) for Terryberry Company 401(K) Plan, reported by Terryberry Company, LLC under EIN 38-1291910 and plan number 003. It reports 265 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415123955NAL0005601168001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Terryberry Company, LLC
- EIN
- 38-1291910
- Plan number
- 003
- Location
- Grand Rapids, MI
- Participants
- 265
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,117,988
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,117,988
- Employer contributions
- $588,895
- Participant contributions
- $1,290,928
- Total income / additions
- $4,096,662
- Benefits paid
- $2,286,889
- Administrative expenses
- $60,934
- Total expenses
- $2,349,571
- Net increase / (decrease)
- $1,747,091
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $31,341 | $0 |
| Old National Wealth Management | ADVISOR | $29,593 | not reported in the loaded dataset |