Baldwin Richardson Foods Company 401(K) Profit Sharing Plan — Form 5500 plan (Baldwin Richardson Foods 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, Baldwin Richardson Foods Company 401(K) Profit Sharing Plan is a benefit plan reported by Baldwin Richardson Foods Company under EIN 36-3843103 and plan number 001. The latest loaded filing year is 2023. The filing reports 596 participants and $24,442,374 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Baldwin Richardson Foods Company
- EIN
- 36-3843103
- Plan number
- 001
- Plan type
- 2
- Location
- Macedon, NY
- Latest filing year
- 2023
- Participants
- 596
- End-of-year plan assets
- $24,442,374
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 596 | H, C | 20241011113245NAL0038587280001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,442,374
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,442,374
- Net assets (BOY)
- $19,780,412
Income & contributions
- Employer contributions
- $635,973
- Participant contributions
- $2,133,786
- Total contributions
- $3,186,760
- Total income / additions
- $6,593,172
Expenses & distributions
- Benefits paid
- $1,792,508
- Administrative expenses
- $128,894
- Total expenses
- $1,931,210
- Net increase / (decrease)
- $4,661,962
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $91,394 | $0 | 2023 |
| Arthur J Gallagher & Co | INVESTMENT ADVISORY | $37,500 | not reported in the loaded dataset | 2023 |