Berwind Corporation 401(K) Savings Plan — Form 5500 plan (Berwind Corporation)
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, Berwind Corporation 401(K) Savings Plan is a benefit plan reported by Berwind Corporation under EIN 23-0406815 and plan number 011. The latest loaded filing year is 2023. The filing reports 177 participants and $41,704,574 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Berwind Corporation
- EIN
- 23-0406815
- Plan number
- 011
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 177
- End-of-year plan assets
- $41,704,574
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 177 | H, C | 20240926084734NAL0000389697001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,704,574
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,704,574
- Net assets (BOY)
- $33,246,049
Income & contributions
- Employer contributions
- $657,870
- Participant contributions
- $1,674,260
- Total contributions
- $2,676,698
- Total income / additions
- $9,571,561
Expenses & distributions
- Benefits paid
- $768,325
- Administrative expenses
- $890
- Total expenses
- $769,215
- Net increase / (decrease)
- $8,802,346
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $1,065 | $0 | 2023 |