Terryberry Company 401(K) Plan — Form 5500 plan (Terryberry Company, LLC)

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, Terryberry Company 401(K) Plan is a benefit plan reported by Terryberry Company, LLC under EIN 38-1291910 and plan number 003. The latest loaded filing year is 2023. The filing reports 265 participants and $16,117,988 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Terryberry Company, LLC
EIN
38-1291910
Plan number
003
Plan type
2
Location
Grand Rapids, MI
Latest filing year
2023
Participants
265
End-of-year plan assets
$16,117,988

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023265H, C20250415123955NAL0005601168001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,117,988
Total liabilities (EOY)
$0
Net assets (EOY)
$16,117,988
Net assets (BOY)
$14,370,897

Income & contributions

Employer contributions
$588,895
Participant contributions
$1,290,928
Total contributions
$1,895,792
Total income / additions
$4,096,662

Expenses & distributions

Benefits paid
$2,286,889
Administrative expenses
$60,934
Total expenses
$2,349,571
Net increase / (decrease)
$1,747,091

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$31,341$02023
Old National Wealth ManagementADVISOR$29,593not reported in the loaded dataset2023

Related Form 5500 pages