Bega North America, Inc. Salary Savings Plan — Form 5500 plan (Bega North America, 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, Bega North America, Inc. Salary Savings Plan is a benefit plan reported by Bega North America, Inc. under EIN 77-0079386 and plan number 001. The latest loaded filing year is 2023. The filing reports 226 participants and $26,375,320 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bega North America, Inc.
EIN
77-0079386
Plan number
001
Plan type
2
Location
Carpinteria, CA
Latest filing year
2023
Participants
226
End-of-year plan assets
$26,375,320

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023226H, C20241015183337NAL0017051171001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,375,320
Total liabilities (EOY)
$0
Net assets (EOY)
$26,375,320
Net assets (BOY)
$21,921,141

Income & contributions

Employer contributions
$911,345
Participant contributions
$1,061,758
Total contributions
$2,741,231
Total income / additions
$6,433,748

Expenses & distributions

Benefits paid
$1,911,298
Administrative expenses
$68,271
Total expenses
$1,979,569
Net increase / (decrease)
$4,454,179

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Prudential Retirement Insurance AndNONE$37,172$02023
Capfinancial Partners LLCNONE$30,873not reported in the loaded dataset2023

Related Form 5500 pages