Ideal Roller Company Retirement Plan For Factory Employees — Form 5500 plan (New Berry, 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, Ideal Roller Company Retirement Plan For Factory Employees is a benefit plan reported by New Berry, Inc. under EIN 95-3874528 and plan number 004. The latest loaded filing year is 2023. The filing reports 85 participants and $1,441,918 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New Berry, Inc.
- EIN
- 95-3874528
- Plan number
- 004
- Plan type
- 2
- Location
- Harmony, PA
- Latest filing year
- 2023
- Participants
- 85
- End-of-year plan assets
- $1,441,918
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 85 | I | 20240925163339NAL0029700882001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,441,918
- Total liabilities (EOY)
- $4,738
- Net assets (EOY)
- $1,437,180
- Net assets (BOY)
- $1,288,899
Income & contributions
- Employer contributions
- $170,000
- Total income / additions
- $362,520
Expenses & distributions
- Benefits paid
- $127,235
- Administrative expenses
- $23,880
- Total expenses
- $214,239
- Net increase / (decrease)
- $148,281
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.