Berlin Packaging L.L.C. 401(K) Plan — Form 5500 plan (Berlin Packaging L.L.C.)

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, Berlin Packaging L.L.C. 401(K) Plan is a benefit plan reported by Berlin Packaging L.L.C. under EIN 36-4200026 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,293 participants and $137,780,986 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Berlin Packaging L.L.C.
EIN
36-4200026
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
1,293
End-of-year plan assets
$137,780,986

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,293H, C20240802123415NAL0015973027001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$137,780,986
Total liabilities (EOY)
$0
Net assets (EOY)
$137,780,986
Net assets (BOY)
$120,902,383

Income & contributions

Employer contributions
$2,600,243
Participant contributions
$8,977,067
Total contributions
$12,890,865
Total income / additions
$32,021,091

Expenses & distributions

Benefits paid
$14,892,122
Administrative expenses
$250,015
Total expenses
$15,142,488
Net increase / (decrease)
$16,878,603

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith Barney LLCINVESTMENT ADVISOR$151,681not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$88,834$02023
Hansen, Plahm & CompanyACCOUNTANT\AUDITOR$9,500not reported in the loaded dataset2023

Related Form 5500 pages