New Berlin Plastics 401(K) Plan — Form 5500 plan (New Berlin Plastics, 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, New Berlin Plastics 401(K) Plan is a benefit plan reported by New Berlin Plastics, Inc. under EIN 39-1217448 and plan number 001. The latest loaded filing year is 2023. The filing reports 162 participants and $8,272,341 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New Berlin Plastics, Inc.
- EIN
- 39-1217448
- Plan number
- 001
- Plan type
- 2
- Location
- New Berlin, WI
- Latest filing year
- 2023
- Participants
- 162
- End-of-year plan assets
- $8,272,341
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 162 | H, C | 20240812143659NAL0009445249001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,272,341
- Net assets (EOY)
- $8,272,341
- Net assets (BOY)
- $6,949,506
Income & contributions
- Employer contributions
- $235,175
- Participant contributions
- $549,202
- Total contributions
- $956,252
- Total income / additions
- $1,817,960
Expenses & distributions
- Benefits paid
- $452,258
- Administrative expenses
- $42,867
- Total expenses
- $495,125
- Net increase / (decrease)
- $1,322,835
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $29,842 | $0 | 2023 |
| Woodbury Financial Serviceds | BROKER/ADVISO R | $0 | $17,232 | 2023 |
| Blue Chip Retirement Plans, Inc | TPA | $3,525 | $7,297 | 2023 |
| New Berlin Plastics | OTHER | $9,500 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for New Berlin Plastics, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in New Berlin, WI
- Empower Annuity Insurance Company O — Schedule C compensation
- Woodbury Financial Serviceds — Schedule C compensation
- Blue Chip Retirement Plans, Inc — Schedule C compensation
- New Berlin Plastics — Schedule C compensation