Birkey'S Employee Stock Ownership Plan — Form 5500 plan (Birkey'S Farm Store, Inc.)
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, Birkey'S Employee Stock Ownership Plan is a benefit plan reported by Birkey'S Farm Store, Inc. under EIN 37-0791276 and plan number 002. The latest loaded filing year is 2023. The filing reports 443 participants and $55,815,750 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Birkey'S Farm Store, Inc.
- EIN
- 37-0791276
- Plan number
- 002
- Plan type
- 2
- Location
- Champaign, IL
- Latest filing year
- 2023
- Participants
- 443
- End-of-year plan assets
- $55,815,750
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 443 | H | 20240724074713NAL0007272899001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,815,750
- Total liabilities (EOY)
- $930,628
- Net assets (EOY)
- $54,885,122
- Net assets (BOY)
- $51,128,982
Income & contributions
- Employer contributions
- $72,020
- Total contributions
- $72,020
- Total income / additions
- $3,811,519
Expenses & distributions
- Benefits paid
- $37,381
- Administrative expenses
- $0
- Total expenses
- $55,379
- Net increase / (decrease)
- $3,756,140
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.