Ball Horticultural Company Profit Sharing Retirement Plan — Form 5500 plan (Ball Horticultural 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, Ball Horticultural Company Profit Sharing Retirement Plan is a benefit plan reported by Ball Horticultural Company under EIN 36-4031900 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,016 participants and $158,175,651 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ball Horticultural Company
- EIN
- 36-4031900
- Plan number
- 001
- Plan type
- 2
- Location
- West Chicago, IL
- Latest filing year
- 2023
- Participants
- 1,016
- End-of-year plan assets
- $158,175,651
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,016 | H, C | 20241015080932NAL0027803201002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $158,175,651
- Net assets (EOY)
- $158,175,651
- Net assets (BOY)
- $134,212,779
Income & contributions
- Employer contributions
- $4,001,995
- Participant contributions
- $5,261,093
- Total contributions
- $9,688,166
- Total income / additions
- $33,442,268
Expenses & distributions
- Benefits paid
- $9,319,287
- Administrative expenses
- $152,402
- Total expenses
- $9,479,396
- Net increase / (decrease)
- $23,962,872
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $117,214 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors LLC | NONE | $18,750 | not reported in the loaded dataset | 2023 |
| Forvis, Llp | NONE | $14,000 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co.,Inc. | NONE | $942 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ball Horticultural Company
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in West Chicago, IL
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Fiducient Advisors LLC — Schedule C compensation
- Forvis, Llp — Schedule C compensation
- Charles Schwab & Co.,Inc. — Schedule C compensation