Berrodin Co. 401(K) Plan — Form 5500 plan (Berrodin Co.)
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, Berrodin Co. 401(K) Plan is a benefit plan reported by Berrodin Co. under EIN 23-0406110 and plan number 004. The latest loaded filing year is 2023. The filing reports 292 participants and $9,285,455 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Berrodin Co.
- EIN
- 23-0406110
- Plan number
- 004
- Plan type
- 2
- Location
- Drexel Hill, PA
- Latest filing year
- 2023
- Participants
- 292
- End-of-year plan assets
- $9,285,455
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 292 | H, C | 20240927123618NAL0003679344001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,285,455
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,285,455
- Net assets (BOY)
- $16,571,736
Income & contributions
- Employer contributions
- $178,034
- Participant contributions
- $364,553
- Total contributions
- $542,587
- Total income / additions
- $2,764,426
Expenses & distributions
- Benefits paid
- $9,979,585
- Administrative expenses
- $71,122
- Total expenses
- $10,050,707
- Net increase / (decrease)
- -$7,286,281
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Company | RECORD KEEPER | $50,164 | $0 | 2023 |
| Mma Securities LLC | INVESTMENT ADVISOR | $15,982 | not reported in the loaded dataset | 2023 |
| Newport Group Inc. | RECORD KEEPER | $4,670 | $0 | 2023 |
| Berrodin Parts Warehouse | OTHER | $250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Berrodin Co.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Drexel Hill, PA
- Empower Annuity Ins Company — Schedule C compensation
- Mma Securities LLC — Schedule C compensation
- Newport Group Inc. — Schedule C compensation
- Berrodin Parts Warehouse — Schedule C compensation