Berridge Manufacturing 401(K) Plan — Form 5500 plan (Berridge Manufacturing 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, Berridge Manufacturing 401(K) Plan is a benefit plan reported by Berridge Manufacturing Company under EIN 74-2125639 and plan number 001. The latest loaded filing year is 2023. The filing reports 219 participants and $8,841,330 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Berridge Manufacturing Company
- EIN
- 74-2125639
- Plan number
- 001
- Plan type
- 2
- Location
- San Antonio, TX
- Latest filing year
- 2023
- Participants
- 219
- End-of-year plan assets
- $8,841,330
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 219 | H, C | 20241015042430NAL0015860771001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,841,330
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,841,330
- Net assets (BOY)
- $7,935,826
Income & contributions
- Employer contributions
- $181,927
- Participant contributions
- $472,820
- Total contributions
- $654,747
- Total income / additions
- $1,782,291
Expenses & distributions
- Benefits paid
- $823,739
- Administrative expenses
- $53,048
- Total expenses
- $876,787
- Net increase / (decrease)
- $905,504
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co. Of America | RECORDKEEPER | $38,535 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | BROKER/ADVISOR | $0 | $21,419 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $12,534 | not reported in the loaded dataset | 2023 |
| Loren D. Stark Company | CONTRACT ADMIN | $1,980 | $8,144 | 2023 |
| Morgan Stanley Insurance Services I | BROKER/ADVISER | $0 | $3,596 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Berridge Manufacturing Company
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in San Antonio, TX
- Empower Annuity Ins Co. Of America — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Loren D. Stark Company — Schedule C compensation
- Morgan Stanley Insurance Services I — Schedule C compensation