Fratelli Beretta Usa, Inc. 401(K) Plan — Form 5500 plan (Fratelli Beretta Usa, Inc.)

Plain-English plan 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, Fratelli Beretta Usa, Inc. 401(K) Plan is a benefit plan reported by Fratelli Beretta Usa, Inc. under EIN 22-3545086 and plan number 002. The latest loaded filing year is 2023. The filing reports 317 participants and $6,055,349 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6.1MPlan net assets, end of year$6,051,725
Participants317Covered participants reported
Assets / participant$19.1KComputed: assets ÷ participants$19,102 (computed)
Provider compensationNone reported
Plan sponsor
Fratelli Beretta Usa, Inc.
EIN
22-3545086
Plan number
002
Plan type
2
Location
Mount Olive, NJ
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023317H20241015162546NAL0029099025001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$6.1M total assets
Net assets$6.1MLiabilities$3.6K
Money in vs. money out
Total income / additions$1.7M
Total expenses$614.5K
Benefits paid / distributions$608.4K
Contributions
Employer$302.9K
Participant$465.2K
Full reported line items

Net assets

Total assets (EOY)
$6,055,349
Total liabilities (EOY)
$3,624
Net assets (EOY)
$6,051,725
Net assets (BOY)
$5,010,221

Income & contributions

Employer contributions
$302,931
Participant contributions
$465,235
Total contributions
$768,166
Total income / additions
$1,656,035

Expenses & distributions

Benefits paid
$608,374
Administrative expenses
$6,157
Total expenses
$614,531
Net increase / (decrease)
$1,041,504
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 39%Participant 61%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income37%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages