Birkenstock 401(K) Plan — Form 5500 plan (Birkenstock Usa, Lp)

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, Birkenstock 401(K) Plan is a benefit plan reported by Birkenstock Usa, Lp under EIN 26-1300428 and plan number 003. The latest loaded filing year is 2023. The filing reports 275 participants and $23,763,079 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Birkenstock Usa, Lp
EIN
26-1300428
Plan number
003
Plan type
2
Location
Novato, CA
Latest filing year
2023
Participants
275
End-of-year plan assets
$23,763,079

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023275H, C20241011163116NAL0022334161001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,763,079
Total liabilities (EOY)
$0
Net assets (EOY)
$23,763,079
Net assets (BOY)
$17,184,542

Income & contributions

Employer contributions
$1,312,496
Participant contributions
$1,945,805
Total contributions
$4,112,988
Total income / additions
$7,452,943

Expenses & distributions

Benefits paid
$819,731
Administrative expenses
$54,675
Total expenses
$874,406
Net increase / (decrease)
$6,578,537

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Commonwealth Financial NetworkADVISOR$42,236not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$12,439$02023

Related Form 5500 pages