Schwartz Farms, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Schwartz Farms, Inc. (EIN 41-1595998) is a plan sponsor located in Sleepy Eye, MN with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
41-1595998
Location
Sleepy Eye, MN
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$29,886,004
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$29,886,004

Contributions & income

Employer contributions
$1,009,701
Participant contributions
$1,615,498
Total income / additions
$6,579,345

Expenses & distributions

Benefits paid / distributions
$883,779
Total expenses
$943,029
Net increase / (decrease)
$5,636,316

Coverage

Total reported participants
900
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Schwartz Farms, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Schwartz Farms, Inc. 401(K) Profit Sharing Plan001473$29,886,0042023
Schwartz Farms, Inc. Employee Benefit Welfare Plan501427not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Schwartz Farms, Inc.
YearPlanParticipantsSchedulesFiling
2023Schwartz Farms, Inc. Employee Benefit Welfare Plan42720240730160700NAL0021147201001
2023Schwartz Farms, Inc. 401(K) Profit Sharing Plan473H, C20240801053154NAL0038382016001

Related Form 5500 pages