?>
Logo

BERRY COMPANIES, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameBERRY COMPANIES, INC. PROFIT SHARING PLAN
Plan identification number 001

BERRY COMPANIES, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BERRY COMPANIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:BERRY COMPANIES, INC.
Employer identification number (EIN):480797941
NAIC Classification:333200

Additional information about BERRY COMPANIES, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1999-10-14
Company Identification Number: 0012887506
Legal Registered Office Address: 2402 E 37TH ST N

WICHITA
United States of America (USA)
67219

More information about BERRY COMPANIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BERRY COMPANIES, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-04-01
0012021-04-01
0012020-04-01
0012019-04-01
0012018-04-01
0012017-04-01JED PRESLEY
0012016-04-01JED PRESLEY
0012015-04-01JED PRESLEY JED PRESLEY2017-01-16
0012014-04-01ROD OPLIGER ROD OPLIGER2016-01-21
0012014-04-01ROD OPLIGER ROD OPLIGER2015-12-16
0012013-04-01ROD OPLIGER ROD OPLIGER2014-12-23
0012012-04-01ROD OPLIGER ROD OPLIGER2013-10-04
0012011-04-01ROD OPLIGER ROD OPLIGER2012-10-04
0012009-04-01ROD OPLIGER ROD OPLIGER2011-01-14

Plan Statistics for BERRY COMPANIES, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for BERRY COMPANIES, INC. PROFIT SHARING PLAN

Measure Date Value
2022: BERRY COMPANIES, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-04-011,363
Total number of active participants reported on line 7a of the Form 55002022-04-011,313
Number of retired or separated participants receiving benefits2022-04-010
Number of other retired or separated participants entitled to future benefits2022-04-01308
Total of all active and inactive participants2022-04-011,621
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-04-011
Total participants2022-04-011,622
Number of participants with account balances2022-04-011,553
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-04-01155
2021: BERRY COMPANIES, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-04-011,233
Total number of active participants reported on line 7a of the Form 55002021-04-011,108
Number of retired or separated participants receiving benefits2021-04-018
Number of other retired or separated participants entitled to future benefits2021-04-01247
Total of all active and inactive participants2021-04-011,363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-04-010
Total participants2021-04-011,363
Number of participants with account balances2021-04-011,328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-04-01200
2020: BERRY COMPANIES, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-011,070
Total number of active participants reported on line 7a of the Form 55002020-04-01973
Number of retired or separated participants receiving benefits2020-04-0112
Number of other retired or separated participants entitled to future benefits2020-04-01232
Total of all active and inactive participants2020-04-011,217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-010
Total participants2020-04-011,217
Number of participants with account balances2020-04-011,160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-04-01145
2019: BERRY COMPANIES, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-01891
Total number of active participants reported on line 7a of the Form 55002019-04-01804
Number of retired or separated participants receiving benefits2019-04-0112
Number of other retired or separated participants entitled to future benefits2019-04-01194
Total of all active and inactive participants2019-04-011,010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-010
Total participants2019-04-011,010
Number of participants with account balances2019-04-01989
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-01112
2018: BERRY COMPANIES, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-01837
Total number of active participants reported on line 7a of the Form 55002018-04-01742
Number of retired or separated participants receiving benefits2018-04-017
Number of other retired or separated participants entitled to future benefits2018-04-01140
Total of all active and inactive participants2018-04-01889
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-010
Total participants2018-04-01889
Number of participants with account balances2018-04-01871
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-01101
2017: BERRY COMPANIES, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-01872
Total number of active participants reported on line 7a of the Form 55002017-04-01689
Number of retired or separated participants receiving benefits2017-04-012
Number of other retired or separated participants entitled to future benefits2017-04-01117
Total of all active and inactive participants2017-04-01808
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-011
Total participants2017-04-01809
Number of participants with account balances2017-04-01796
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-0150
2016: BERRY COMPANIES, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-01706
Total number of active participants reported on line 7a of the Form 55002016-04-01628
Number of retired or separated participants receiving benefits2016-04-010
Number of other retired or separated participants entitled to future benefits2016-04-01243
Total of all active and inactive participants2016-04-01871
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-011
Total participants2016-04-01872
Number of participants with account balances2016-04-01854
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-01130
2015: BERRY COMPANIES, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-01759
Total number of active participants reported on line 7a of the Form 55002015-04-01679
Number of retired or separated participants receiving benefits2015-04-0114
Number of other retired or separated participants entitled to future benefits2015-04-0113
Total of all active and inactive participants2015-04-01706
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-010
Total participants2015-04-01706
Number of participants with account balances2015-04-01542
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-0150
2014: BERRY COMPANIES, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-01637
Total number of active participants reported on line 7a of the Form 55002014-04-01593
Number of retired or separated participants receiving benefits2014-04-0143
Number of other retired or separated participants entitled to future benefits2014-04-01117
Total of all active and inactive participants2014-04-01753
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-011
Total participants2014-04-01754
Number of participants with account balances2014-04-01742
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-0171
2013: BERRY COMPANIES, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-01617
Total number of active participants reported on line 7a of the Form 55002013-04-01532
Number of retired or separated participants receiving benefits2013-04-018
Number of other retired or separated participants entitled to future benefits2013-04-0162
Total of all active and inactive participants2013-04-01602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-010
Total participants2013-04-01602
Number of participants with account balances2013-04-01592
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-0163
2012: BERRY COMPANIES, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-01560
Total number of active participants reported on line 7a of the Form 55002012-04-01505
Number of retired or separated participants receiving benefits2012-04-0130
Number of other retired or separated participants entitled to future benefits2012-04-0177
Total of all active and inactive participants2012-04-01612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-010
Total participants2012-04-01612
Number of participants with account balances2012-04-01600
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-0143
2011: BERRY COMPANIES, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-01573
Total number of active participants reported on line 7a of the Form 55002011-04-01394
Number of retired or separated participants receiving benefits2011-04-0122
Number of other retired or separated participants entitled to future benefits2011-04-01107
Total of all active and inactive participants2011-04-01523
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-011
Total participants2011-04-01524
Number of participants with account balances2011-04-01522
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-0129
2009: BERRY COMPANIES, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-01526
Total number of active participants reported on line 7a of the Form 55002009-04-01397
Number of retired or separated participants receiving benefits2009-04-011
Number of other retired or separated participants entitled to future benefits2009-04-01151
Total of all active and inactive participants2009-04-01549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-010
Total participants2009-04-01549
Number of participants with account balances2009-04-01549
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-0118

Financial Data on BERRY COMPANIES, INC. PROFIT SHARING PLAN

Measure Date Value
2023 : BERRY COMPANIES, INC. PROFIT SHARING PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-03-31$311,023
Total unrealized appreciation/depreciation of assets2023-03-31$311,023
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$0
Total income from all sources (including contributions)2023-03-31$7,879,312
Total loss/gain on sale of assets2023-03-31$18
Total of all expenses incurred2023-03-31$3,337,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$3,213,043
Expenses. Certain deemed distributions of participant loans2023-03-31$20,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$11,810,893
Value of total assets at end of year2023-03-31$73,915,428
Value of total assets at beginning of year2023-03-31$69,373,327
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$103,677
Total interest from all sources2023-03-31$111,217
Total dividends received (eg from common stock, registered investment company shares)2023-03-31$1,910,482
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-03-31$1,910,482
Was this plan covered by a fidelity bond2023-03-31Yes
Value of fidelity bond cover2023-03-31$1,000,000
If this is an individual account plan, was there a blackout period2023-03-31No
Were there any nonexempt tranactions with any party-in-interest2023-03-31No
Contributions received from participants2023-03-31$7,254,665
Participant contributions at end of year2023-03-31$649,413
Participant contributions at beginning of year2023-03-31$787,522
Participant contributions at end of year2023-03-31$0
Participant contributions at beginning of year2023-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-03-31$627,963
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-03-31$0
Other income not declared elsewhere2023-03-31$-51,666
Total non interest bearing cash at end of year2023-03-31$15,548
Total non interest bearing cash at beginning of year2023-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Value of net income/loss2023-03-31$4,542,101
Value of net assets at end of year (total assets less liabilities)2023-03-31$73,915,428
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$69,373,327
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-03-31$41,962,934
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-03-31$34,538,722
Interest on participant loans2023-03-31$33,698
Interest earned on other investments2023-03-31$77,519
Value of interest in common/collective trusts at end of year2023-03-31$25,896,556
Value of interest in common/collective trusts at beginning of year2023-03-31$28,214,524
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-03-31$4,233,177
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-03-31$4,772,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-03-31$-4,054,859
Net investment gain or loss from common/collective trusts2023-03-31$-2,157,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31No
Was there a failure to transmit to the plan any participant contributions2023-03-31No
Has the plan failed to provide any benefit when due under the plan2023-03-31No
Contributions received in cash from employer2023-03-31$3,928,265
Employer contributions (assets) at end of year2023-03-31$1,157,800
Employer contributions (assets) at beginning of year2023-03-31$1,060,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$3,213,043
Contract administrator fees2023-03-31$103,677
Did the plan have assets held for investment2023-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-31No
Aggregate proceeds on sale of assets2023-03-31$10,594
Aggregate carrying amount (costs) on sale of assets2023-03-31$10,576
Opinion of an independent qualified public accountant for this plan2023-03-31Unqualified
Accountancy firm name2023-03-31FORVIS, LLP
Accountancy firm EIN2023-03-31440160260
2022 : BERRY COMPANIES, INC. PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$59,678
Total income from all sources (including contributions)2022-03-31$12,230,126
Total loss/gain on sale of assets2022-03-31$0
Total of all expenses incurred2022-03-31$4,151,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$3,890,236
Expenses. Certain deemed distributions of participant loans2022-03-31$29,910
Value of total corrective distributions2022-03-31$776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$9,213,433
Value of total assets at end of year2022-03-31$69,373,327
Value of total assets at beginning of year2022-03-31$61,354,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$230,216
Total interest from all sources2022-03-31$99,303
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$5,762,950
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-03-31$5,762,950
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$1,000,000
If this is an individual account plan, was there a blackout period2022-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-03-31$0
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Contributions received from participants2022-03-31$5,809,281
Participant contributions at end of year2022-03-31$787,522
Participant contributions at beginning of year2022-03-31$823,856
Participant contributions at end of year2022-03-31$0
Participant contributions at beginning of year2022-03-31$180,460
Income. Received or receivable in cash from other sources (including rollovers)2022-03-31$243,880
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-03-31$59,678
Other income not declared elsewhere2022-03-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Value of net income/loss2022-03-31$8,078,988
Value of net assets at end of year (total assets less liabilities)2022-03-31$69,373,327
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$61,294,339
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Investment advisory and management fees2022-03-31$93,837
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-03-31$34,538,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-03-31$56,761,770
Interest on participant loans2022-03-31$36,625
Interest earned on other investments2022-03-31$62,678
Value of interest in common/collective trusts at end of year2022-03-31$28,214,524
Value of interest in common/collective trusts at beginning of year2022-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-03-31$4,772,103
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-03-31$3,514,117
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-03-31$-1,264,919
Net investment gain or loss from common/collective trusts2022-03-31$-1,580,642
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31No
Was there a failure to transmit to the plan any participant contributions2022-03-31No
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Contributions received in cash from employer2022-03-31$3,160,272
Employer contributions (assets) at end of year2022-03-31$1,060,456
Employer contributions (assets) at beginning of year2022-03-31$73,814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$3,890,236
Contract administrator fees2022-03-31$136,379
Did the plan have assets held for investment2022-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31No
Opinion of an independent qualified public accountant for this plan2022-03-31Unqualified
Accountancy firm name2022-03-31FORVIS, LLP
Accountancy firm EIN2022-03-31440160260
2021 : BERRY COMPANIES, INC. PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$59,678
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$0
Total income from all sources (including contributions)2021-03-31$24,520,930
Total loss/gain on sale of assets2021-03-31$0
Total of all expenses incurred2021-03-31$3,607,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$3,399,779
Expenses. Certain deemed distributions of participant loans2021-03-31$26,082
Value of total corrective distributions2021-03-31$36,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$6,501,181
Value of total assets at end of year2021-03-31$61,354,017
Value of total assets at beginning of year2021-03-31$40,381,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$145,205
Total interest from all sources2021-03-31$98,278
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$1,604,763
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-03-31$1,604,763
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$1,000,000
If this is an individual account plan, was there a blackout period2021-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-03-31$0
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Contributions received from participants2021-03-31$4,253,641
Participant contributions at end of year2021-03-31$823,856
Participant contributions at beginning of year2021-03-31$628,665
Participant contributions at end of year2021-03-31$180,460
Participant contributions at beginning of year2021-03-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-03-31$586,842
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-03-31$59,678
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-03-31$0
Other income not declared elsewhere2021-03-31$1,127
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$20,912,990
Value of net assets at end of year (total assets less liabilities)2021-03-31$61,294,339
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$40,381,349
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Investment advisory and management fees2021-03-31$67,719
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-03-31$56,761,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-03-31$35,638,702
Interest on participant loans2021-03-31$34,915
Interest earned on other investments2021-03-31$63,363
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-03-31$3,514,117
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-03-31$3,610,695
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-03-31$16,315,581
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31No
Was there a failure to transmit to the plan any participant contributions2021-03-31No
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Contributions received in cash from employer2021-03-31$1,660,698
Employer contributions (assets) at end of year2021-03-31$73,814
Employer contributions (assets) at beginning of year2021-03-31$503,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$3,399,779
Contract administrator fees2021-03-31$77,486
Did the plan have assets held for investment2021-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Opinion of an independent qualified public accountant for this plan2021-03-31Unqualified
Accountancy firm name2021-03-31BKD CPAS & ADVISORS
Accountancy firm EIN2021-03-31440160260
2020 : BERRY COMPANIES, INC. PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Total income from all sources (including contributions)2020-03-31$1,510,430
Total loss/gain on sale of assets2020-03-31$0
Total of all expenses incurred2020-03-31$3,590,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$3,310,383
Expenses. Certain deemed distributions of participant loans2020-03-31$25,934
Value of total corrective distributions2020-03-31$105,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$5,189,035
Value of total assets at end of year2020-03-31$40,381,349
Value of total assets at beginning of year2020-03-31$42,461,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$149,021
Total interest from all sources2020-03-31$99,615
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$1,561,526
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-03-31$1,561,526
Administrative expenses professional fees incurred2020-03-31$66,896
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$1,000,000
If this is an individual account plan, was there a blackout period2020-03-31No
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Contributions received from participants2020-03-31$3,361,297
Participant contributions at end of year2020-03-31$628,665
Participant contributions at beginning of year2020-03-31$559,804
Income. Received or receivable in cash from other sources (including rollovers)2020-03-31$284,036
Other income not declared elsewhere2020-03-31$30
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$-2,080,326
Value of net assets at end of year (total assets less liabilities)2020-03-31$40,381,349
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$42,461,675
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-31$35,638,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-31$37,513,176
Interest on participant loans2020-03-31$29,803
Interest earned on other investments2020-03-31$69,812
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-03-31$3,610,695
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-03-31$3,326,879
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-03-31$-5,339,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31No
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Contributions received in cash from employer2020-03-31$1,543,702
Employer contributions (assets) at end of year2020-03-31$503,287
Employer contributions (assets) at beginning of year2020-03-31$1,061,816
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$3,310,383
Contract administrator fees2020-03-31$82,125
Did the plan have assets held for investment2020-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31Yes
Opinion of an independent qualified public accountant for this plan2020-03-31Disclaimer
Accountancy firm name2020-03-31KCOE ISOM, LLP
Accountancy firm EIN2020-03-31480567703
2019 : BERRY COMPANIES, INC. PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-03-31$0
Total transfer of assets to this plan2019-03-31$16,061
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$0
Total income from all sources (including contributions)2019-03-31$8,985,745
Total loss/gain on sale of assets2019-03-31$0
Total of all expenses incurred2019-03-31$3,119,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$2,899,917
Expenses. Certain deemed distributions of participant loans2019-03-31$14,134
Value of total corrective distributions2019-03-31$65,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$6,265,901
Value of total assets at end of year2019-03-31$42,461,675
Value of total assets at beginning of year2019-03-31$36,579,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$140,052
Total interest from all sources2019-03-31$93,768
Total dividends received (eg from common stock, registered investment company shares)2019-03-31$2,117,766
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-03-31$2,117,766
Administrative expenses professional fees incurred2019-03-31$67,423
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$1,000,000
If this is an individual account plan, was there a blackout period2019-03-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-03-31$0
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Contributions received from participants2019-03-31$2,938,701
Participant contributions at end of year2019-03-31$559,804
Participant contributions at beginning of year2019-03-31$543,919
Income. Received or receivable in cash from other sources (including rollovers)2019-03-31$635,953
Other income not declared elsewhere2019-03-31$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Value of net income/loss2019-03-31$5,865,812
Value of net assets at end of year (total assets less liabilities)2019-03-31$42,461,675
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$36,579,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-03-31$37,513,176
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-03-31$32,296,665
Interest on participant loans2019-03-31$27,495
Interest earned on other investments2019-03-31$66,273
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-03-31$3,326,879
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-03-31$3,359,572
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-03-31$508,307
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31No
Was there a failure to transmit to the plan any participant contributions2019-03-31No
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Contributions received in cash from employer2019-03-31$2,691,247
Employer contributions (assets) at end of year2019-03-31$1,061,816
Employer contributions (assets) at beginning of year2019-03-31$379,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$2,899,917
Contract administrator fees2019-03-31$72,629
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-03-31Yes
Did the plan have assets held for investment2019-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31Yes
Opinion of an independent qualified public accountant for this plan2019-03-31Disclaimer
Accountancy firm name2019-03-31KCOE ISOM, LLP
Accountancy firm EIN2019-03-31480567703
2018 : BERRY COMPANIES, INC. PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-03-31$0
Total transfer of assets from this plan2018-03-31$9,210
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$0
Total income from all sources (including contributions)2018-03-31$7,381,079
Total loss/gain on sale of assets2018-03-31$0
Total of all expenses incurred2018-03-31$1,415,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$1,214,504
Expenses. Certain deemed distributions of participant loans2018-03-31$33,760
Value of total corrective distributions2018-03-31$42,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$3,638,489
Value of total assets at end of year2018-03-31$36,579,802
Value of total assets at beginning of year2018-03-31$30,623,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$125,217
Total interest from all sources2018-03-31$87,177
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$1,050,174
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-03-31$1,050,174
Administrative expenses professional fees incurred2018-03-31$58,221
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$1,000,000
If this is an individual account plan, was there a blackout period2018-03-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-03-31$0
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Contributions received from participants2018-03-31$2,390,097
Participant contributions at end of year2018-03-31$543,919
Participant contributions at beginning of year2018-03-31$525,214
Income. Received or receivable in cash from other sources (including rollovers)2018-03-31$111,292
Other income not declared elsewhere2018-03-31$15,396
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$5,965,324
Value of net assets at end of year (total assets less liabilities)2018-03-31$36,579,802
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$30,623,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-03-31$32,296,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-03-31$27,002,794
Interest on participant loans2018-03-31$22,717
Interest earned on other investments2018-03-31$64,460
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-03-31$3,359,572
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-03-31$3,095,680
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-03-31$2,589,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31No
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Contributions received in cash from employer2018-03-31$1,137,100
Employer contributions (assets) at end of year2018-03-31$379,646
Employer contributions (assets) at beginning of year2018-03-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$1,214,504
Contract administrator fees2018-03-31$66,996
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-03-31Yes
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31Yes
Opinion of an independent qualified public accountant for this plan2018-03-31Disclaimer
Accountancy firm name2018-03-31KCOE ISOM, LLP
Accountancy firm EIN2018-03-31480567703
2017 : BERRY COMPANIES, INC. PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$17,727
Total income from all sources (including contributions)2017-03-31$6,713,742
Total loss/gain on sale of assets2017-03-31$0
Total of all expenses incurred2017-03-31$2,749,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$2,620,165
Expenses. Certain deemed distributions of participant loans2017-03-31$7,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$3,469,100
Value of total assets at end of year2017-03-31$30,623,688
Value of total assets at beginning of year2017-03-31$26,677,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$122,132
Total interest from all sources2017-03-31$78,203
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$686,201
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-03-31$686,201
Administrative expenses professional fees incurred2017-03-31$73,635
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$1,000,000
If this is an individual account plan, was there a blackout period2017-03-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Contributions received from participants2017-03-31$2,422,216
Participant contributions at end of year2017-03-31$525,214
Participant contributions at beginning of year2017-03-31$307,758
Income. Received or receivable in cash from other sources (including rollovers)2017-03-31$244,594
Other income not declared elsewhere2017-03-31$-2,569
Total non interest bearing cash at end of year2017-03-31$0
Total non interest bearing cash at beginning of year2017-03-31$9,377
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$3,964,393
Value of net assets at end of year (total assets less liabilities)2017-03-31$30,623,688
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$26,659,295
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-03-31$27,002,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-03-31$22,397,247
Interest on participant loans2017-03-31$18,615
Interest earned on other investments2017-03-31$59,588
Value of interest in common/collective trusts at end of year2017-03-31$0
Value of interest in common/collective trusts at beginning of year2017-03-31$2,640,751
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-03-31$3,095,680
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-03-31$2,482,807
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31No
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Contributions received in cash from employer2017-03-31$802,290
Employer contributions (assets) at end of year2017-03-31$0
Employer contributions (assets) at beginning of year2017-03-31$1,321,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$2,620,165
Contract administrator fees2017-03-31$48,497
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-03-31Yes
Liabilities. Value of benefit claims payable at end of year2017-03-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-03-31$17,727
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31Yes
Opinion of an independent qualified public accountant for this plan2017-03-31Disclaimer
Accountancy firm name2017-03-31KCOE ISOM, LLP
Accountancy firm EIN2017-03-31480567703
2016 : BERRY COMPANIES, INC. PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$17,727
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$20,357
Total income from all sources (including contributions)2016-03-31$3,897,700
Total loss/gain on sale of assets2016-03-31$0
Total of all expenses incurred2016-03-31$1,143,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$959,670
Value of total corrective distributions2016-03-31$17,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$4,266,801
Value of total assets at end of year2016-03-31$26,677,022
Value of total assets at beginning of year2016-03-31$23,925,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$166,226
Total interest from all sources2016-03-31$10,995
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$429,071
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-03-31$429,071
Administrative expenses professional fees incurred2016-03-31$101,547
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$1,000,000
If this is an individual account plan, was there a blackout period2016-03-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-03-31$0
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Contributions received from participants2016-03-31$2,143,292
Participant contributions at end of year2016-03-31$307,758
Participant contributions at beginning of year2016-03-31$227,477
Income. Received or receivable in cash from other sources (including rollovers)2016-03-31$79,653
Total non interest bearing cash at end of year2016-03-31$9,377
Total non interest bearing cash at beginning of year2016-03-31$27,567
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$2,754,077
Value of net assets at end of year (total assets less liabilities)2016-03-31$26,659,295
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$23,905,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Investment advisory and management fees2016-03-31$64,679
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-03-31$22,397,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-03-31$20,642,207
Interest on participant loans2016-03-31$10,995
Value of interest in common/collective trusts at end of year2016-03-31$2,640,751
Value of interest in common/collective trusts at beginning of year2016-03-31$1,817,586
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-03-31$-824,411
Net investment gain or loss from common/collective trusts2016-03-31$15,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31No
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Contributions received in cash from employer2016-03-31$2,043,856
Employer contributions (assets) at end of year2016-03-31$1,321,889
Employer contributions (assets) at beginning of year2016-03-31$1,210,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$959,670
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-03-31Yes
Liabilities. Value of benefit claims payable at end of year2016-03-31$17,727
Liabilities. Value of benefit claims payable at beginning of year2016-03-31$20,357
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31Yes
Opinion of an independent qualified public accountant for this plan2016-03-31Disclaimer
Accountancy firm name2016-03-31KCOE ISOM, LLP
Accountancy firm EIN2016-03-31480567703
2015 : BERRY COMPANIES, INC. PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$20,357
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$58,722
Total income from all sources (including contributions)2015-03-31$5,165,373
Total loss/gain on sale of assets2015-03-31$0
Total of all expenses incurred2015-03-31$1,288,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$1,199,077
Expenses. Certain deemed distributions of participant loans2015-03-31$1,367
Value of total corrective distributions2015-03-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$3,709,687
Value of total assets at end of year2015-03-31$23,925,575
Value of total assets at beginning of year2015-03-31$20,086,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$87,569
Total interest from all sources2015-03-31$8,334
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$319,075
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-03-31$319,075
Administrative expenses professional fees incurred2015-03-31$42,371
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$1,000,000
If this is an individual account plan, was there a blackout period2015-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-31$0
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Contributions received from participants2015-03-31$1,820,403
Participant contributions at end of year2015-03-31$227,477
Participant contributions at beginning of year2015-03-31$131,733
Income. Received or receivable in cash from other sources (including rollovers)2015-03-31$80,405
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-03-31$16,444
Total non interest bearing cash at end of year2015-03-31$27,567
Total non interest bearing cash at beginning of year2015-03-31$15,143
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$3,877,360
Value of net assets at end of year (total assets less liabilities)2015-03-31$23,905,218
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$20,027,858
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Investment advisory and management fees2015-03-31$45,198
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-03-31$20,642,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-03-31$17,494,293
Interest on participant loans2015-03-31$8,334
Value of interest in common/collective trusts at end of year2015-03-31$1,817,586
Value of interest in common/collective trusts at beginning of year2015-03-31$1,840,564
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-03-31$1,119,221
Net investment gain or loss from common/collective trusts2015-03-31$9,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31No
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Contributions received in cash from employer2015-03-31$1,808,879
Employer contributions (assets) at end of year2015-03-31$1,210,738
Employer contributions (assets) at beginning of year2015-03-31$588,403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$1,199,077
Liabilities. Value of benefit claims payable at end of year2015-03-31$20,357
Liabilities. Value of benefit claims payable at beginning of year2015-03-31$58,722
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31Yes
Opinion of an independent qualified public accountant for this plan2015-03-31Disclaimer
Accountancy firm name2015-03-31KCOE ISOM, LLP
Accountancy firm EIN2015-03-31480567703
2014 : BERRY COMPANIES, INC. PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$58,722
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$68,986
Total income from all sources (including contributions)2014-03-31$5,192,233
Total loss/gain on sale of assets2014-03-31$0
Total of all expenses incurred2014-03-31$979,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$826,202
Value of total corrective distributions2014-03-31$58,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$2,772,076
Value of total assets at end of year2014-03-31$20,086,580
Value of total assets at beginning of year2014-03-31$15,884,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$94,852
Total interest from all sources2014-03-31$6,310
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$279,854
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-03-31$279,854
Administrative expenses professional fees incurred2014-03-31$56,196
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$1,000,000
If this is an individual account plan, was there a blackout period2014-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-03-31$0
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Contributions received from participants2014-03-31$1,569,511
Participant contributions at end of year2014-03-31$131,733
Participant contributions at beginning of year2014-03-31$136,651
Income. Received or receivable in cash from other sources (including rollovers)2014-03-31$84,776
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-03-31$16,444
Administrative expenses (other) incurred2014-03-31$3,344
Total non interest bearing cash at end of year2014-03-31$15,143
Total non interest bearing cash at beginning of year2014-03-31$1,334
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$4,212,457
Value of net assets at end of year (total assets less liabilities)2014-03-31$20,027,858
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$15,815,401
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Investment advisory and management fees2014-03-31$35,312
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-03-31$19,334,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-03-31$15,185,004
Income. Interest from loans (other than to participants)2014-03-31$6,310
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-03-31$2,133,993
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31No
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Contributions received in cash from employer2014-03-31$1,117,789
Employer contributions (assets) at end of year2014-03-31$588,403
Employer contributions (assets) at beginning of year2014-03-31$561,398
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$826,202
Liabilities. Value of benefit claims payable at end of year2014-03-31$58,722
Liabilities. Value of benefit claims payable at beginning of year2014-03-31$68,986
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31Yes
Opinion of an independent qualified public accountant for this plan2014-03-31Disclaimer
Accountancy firm name2014-03-31ALLEN, GIBBS & HOULIK, L.C
Accountancy firm EIN2014-03-31481032601
2013 : BERRY COMPANIES, INC. PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$68,986
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$1,677
Total income from all sources (including contributions)2013-03-31$3,532,334
Total loss/gain on sale of assets2013-03-31$0
Total of all expenses incurred2013-03-31$1,083,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$993,634
Value of total corrective distributions2013-03-31$1,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$2,139,860
Value of total assets at end of year2013-03-31$15,884,387
Value of total assets at beginning of year2013-03-31$13,368,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$88,653
Total interest from all sources2013-03-31$4,584
Total dividends received (eg from common stock, registered investment company shares)2013-03-31$249,395
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-03-31$249,395
Administrative expenses professional fees incurred2013-03-31$46,808
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$1,000,000
If this is an individual account plan, was there a blackout period2013-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-03-31$0
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Contributions received from participants2013-03-31$1,253,700
Participant contributions at end of year2013-03-31$136,651
Participant contributions at beginning of year2013-03-31$72,753
Income. Received or receivable in cash from other sources (including rollovers)2013-03-31$24,657
Administrative expenses (other) incurred2013-03-31$2,287
Total non interest bearing cash at end of year2013-03-31$1,334
Total non interest bearing cash at beginning of year2013-03-31$14,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$2,448,370
Value of net assets at end of year (total assets less liabilities)2013-03-31$15,815,401
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$13,367,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Investment advisory and management fees2013-03-31$39,558
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-03-31$15,185,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-03-31$12,648,789
Interest on participant loans2013-03-31$4,584
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-03-31$1,138,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31No
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Contributions received in cash from employer2013-03-31$861,503
Employer contributions (assets) at end of year2013-03-31$561,398
Employer contributions (assets) at beginning of year2013-03-31$632,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$993,634
Liabilities. Value of benefit claims payable at end of year2013-03-31$68,986
Liabilities. Value of benefit claims payable at beginning of year2013-03-31$1,677
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31Yes
Opinion of an independent qualified public accountant for this plan2013-03-31Disclaimer
Accountancy firm name2013-03-31ALLEN, GIBBS & HOULIK, L.C.
Accountancy firm EIN2013-03-31481032601
2012 : BERRY COMPANIES, INC. PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$1,677
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$0
Total income from all sources (including contributions)2012-03-31$2,392,068
Total loss/gain on sale of assets2012-03-31$0
Total of all expenses incurred2012-03-31$776,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$712,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$1,684,306
Value of total assets at end of year2012-03-31$13,368,708
Value of total assets at beginning of year2012-03-31$11,751,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$63,791
Total interest from all sources2012-03-31$4,215
Total dividends received (eg from common stock, registered investment company shares)2012-03-31$218,572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-03-31$218,572
Administrative expenses professional fees incurred2012-03-31$41,385
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$1,000,000
If this is an individual account plan, was there a blackout period2012-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-03-31$0
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Contributions received from participants2012-03-31$860,659
Participant contributions at end of year2012-03-31$72,753
Participant contributions at beginning of year2012-03-31$78,993
Income. Received or receivable in cash from other sources (including rollovers)2012-03-31$59,501
Total non interest bearing cash at end of year2012-03-31$14,800
Total non interest bearing cash at beginning of year2012-03-31$13,566
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$1,615,576
Value of net assets at end of year (total assets less liabilities)2012-03-31$13,367,031
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$11,751,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Investment advisory and management fees2012-03-31$22,406
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-03-31$12,648,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-03-31$11,283,543
Interest on participant loans2012-03-31$4,215
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-03-31$484,975
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31No
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Contributions received in cash from employer2012-03-31$764,146
Employer contributions (assets) at end of year2012-03-31$632,366
Employer contributions (assets) at beginning of year2012-03-31$375,353
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$712,701
Liabilities. Value of benefit claims payable at end of year2012-03-31$1,677
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31Yes
Opinion of an independent qualified public accountant for this plan2012-03-31Disclaimer
Accountancy firm name2012-03-31ALLEN, GIBBS & HOULIK, L.C.
Accountancy firm EIN2012-03-31481032601
2011 : BERRY COMPANIES, INC. PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$49,707
Total income from all sources (including contributions)2011-03-31$2,030,110
Total loss/gain on sale of assets2011-03-31$0
Total of all expenses incurred2011-03-31$1,306,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$1,290,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$1,151,928
Value of total assets at end of year2011-03-31$11,751,455
Value of total assets at beginning of year2011-03-31$11,077,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$16,282
Total interest from all sources2011-03-31$2,635
Total dividends received (eg from common stock, registered investment company shares)2011-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Administrative expenses professional fees incurred2011-03-31$2,226
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$1,000,000
If this is an individual account plan, was there a blackout period2011-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-03-31$0
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Contributions received from participants2011-03-31$687,767
Participant contributions at end of year2011-03-31$78,993
Participant contributions at beginning of year2011-03-31$137,535
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-03-31$49,707
Total non interest bearing cash at end of year2011-03-31$13,566
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$723,381
Value of net assets at end of year (total assets less liabilities)2011-03-31$11,751,455
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$11,028,074
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Investment advisory and management fees2011-03-31$14,056
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-03-31$11,283,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-03-31$9,252,096
Income. Interest from loans (other than to participants)2011-03-31$2,635
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-03-31$1,688,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-03-31$875,547
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31No
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Contributions received in cash from employer2011-03-31$464,161
Employer contributions (assets) at end of year2011-03-31$375,353
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$1,290,447
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31Yes
Opinion of an independent qualified public accountant for this plan2011-03-31Disclaimer
Accountancy firm name2011-03-31ALLEN GIBBS & HOULIK, LC
Accountancy firm EIN2011-03-31481032601
2010 : BERRY COMPANIES, INC. PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-03-31$0

Form 5500 Responses for BERRY COMPANIES, INC. PROFIT SHARING PLAN

2022: BERRY COMPANIES, INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Submission has been amendedNo
2022-04-01This submission is the final filingNo
2022-04-01This return/report is a short plan year return/report (less than 12 months)No
2022-04-01Plan is a collectively bargained planNo
2022-04-01Plan funding arrangement – InsuranceYes
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement – InsuranceYes
2022-04-01Plan benefit arrangement - TrustYes
2021: BERRY COMPANIES, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Submission has been amendedNo
2021-04-01This submission is the final filingNo
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planNo
2021-04-01Plan funding arrangement – InsuranceYes
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement – InsuranceYes
2021-04-01Plan benefit arrangement - TrustYes
2020: BERRY COMPANIES, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement – InsuranceYes
2020-04-01Plan benefit arrangement - TrustYes
2019: BERRY COMPANIES, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement – InsuranceYes
2019-04-01Plan benefit arrangement - TrustYes
2018: BERRY COMPANIES, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement – InsuranceYes
2018-04-01Plan benefit arrangement - TrustYes
2017: BERRY COMPANIES, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement - TrustYes
2016: BERRY COMPANIES, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement – InsuranceYes
2016-04-01Plan benefit arrangement - TrustYes
2015: BERRY COMPANIES, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement - TrustYes
2014: BERRY COMPANIES, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedYes
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement - TrustYes
2013: BERRY COMPANIES, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedYes
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement - TrustYes
2012: BERRY COMPANIES, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement - TrustYes
2011: BERRY COMPANIES, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement - TrustYes
2009: BERRY COMPANIES, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement – InsuranceYes
2009-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894375-087
Policy instance 1
Insurance contract or identification number894375-087
Number of Individuals Covered227
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberR00324
Policy instance 2
Insurance contract or identification numberR00324
Number of Individuals Covered220
Insurance policy start date2023-01-01
Insurance policy end date2023-03-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894375-087
Policy instance 1
Insurance contract or identification number894375-087
Number of Individuals Covered227
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894375-087
Policy instance 1
Insurance contract or identification number894375-087
Number of Individuals Covered229
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894375-087
Policy instance 1
Insurance contract or identification number894375-087
Number of Individuals Covered240
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894375-087
Policy instance 1
Insurance contract or identification number894375-087
Number of Individuals Covered256
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894375-087
Policy instance 1
Insurance contract or identification number894375-087
Number of Individuals Covered243
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA-39519
Policy instance 1
Insurance contract or identification numberGA-39519
Number of Individuals Covered0
Insurance policy start date2010-04-01
Insurance policy end date2010-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3