Campbell Companies Bargaining Unit 401(K) Plan — Form 5500 plan (Campbell Companies)
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, Campbell Companies Bargaining Unit 401(K) Plan is a benefit plan reported by Campbell Companies under EIN 84-3055712 and plan number 003. The latest loaded filing year is 2023. The filing reports 748 participants and $47,268,694 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Campbell Companies
- EIN
- 84-3055712
- Plan number
- 003
- Plan type
- 2
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 748
- End-of-year plan assets
- $47,268,694
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 748 | H, C | 20241003155414NAL0017492912001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,268,694
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,268,694
- Net assets (BOY)
- $37,652,708
Income & contributions
- Employer contributions
- $2,145,307
- Participant contributions
- $3,193,093
- Total contributions
- $5,669,596
- Total income / additions
- $12,543,420
Expenses & distributions
- Benefits paid
- $2,353,797
- Administrative expenses
- $89,875
- Total expenses
- $2,529,542
- Net increase / (decrease)
- $10,013,878
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $45,589 | $0 | 2023 |
| Kestra Advisory Services LLC | NONE | $29,724 | not reported in the loaded dataset | 2023 |
| Carver Florek & James Cpa'S | NONE | $10,400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Campbell Companies
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Salt Lake City, UT
- Empower Annuity Insurance Company O — Schedule C compensation
- Kestra Advisory Services LLC — Schedule C compensation
- Carver Florek & James Cpa'S — Schedule C compensation