Biery Cheese Company Employees Profit Sharing Plan — Form 5500 plan (Biery Cheese Company)
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, Biery Cheese Company Employees Profit Sharing Plan is a benefit plan reported by Biery Cheese Company under EIN 34-0750763 and plan number 002. The latest loaded filing year is 2023. The filing reports 795 participants and $19,050,135 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Biery Cheese Company
- EIN
- 34-0750763
- Plan number
- 002
- Plan type
- 2
- Location
- Louisville, OH
- Latest filing year
- 2023
- Participants
- 795
- End-of-year plan assets
- $19,050,135
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 795 | H, C | 20240912154932NAL0008772241001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,050,135
- Net assets (EOY)
- $19,050,135
- Net assets (BOY)
- $18,494,786
Income & contributions
- Employer contributions
- $804,726
- Participant contributions
- $1,441,628
- Total contributions
- $2,261,507
- Total income / additions
- $5,118,484
Expenses & distributions
- Benefits paid
- $4,469,822
- Administrative expenses
- $92,111
- Total expenses
- $4,563,135
- Net increase / (decrease)
- $555,349
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $60,486 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC | NONE | $31,700 | not reported in the loaded dataset | 2023 |