Legacy Fruit, LLC — 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, Legacy Fruit, LLC (EIN 83-2036659) is a plan sponsor located in Wapato, WA 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
83-2036659
Location
Wapato, WA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$7,455,516
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$7,455,516

Contributions & income

Employer contributions
$334,903
Participant contributions
$531,247
Total income / additions
$2,006,513

Expenses & distributions

Benefits paid / distributions
$522,110
Total expenses
$550,267
Net increase / (decrease)
$1,456,246

Coverage

Total reported participants
944
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

Legacy Fruit, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Legacy Fruit, LLC 401(K) Plan And Trust001643$7,455,5162023
Legacy Fruit, LLC Health And Welfare Benefits Plan503301not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Legacy Fruit, LLC
YearPlanParticipantsSchedulesFiling
2023Legacy Fruit, LLC Health And Welfare Benefits Plan30120240620102754NAL0001745616001
2023Legacy Fruit, LLC 401(K) Plan And Trust643H, C20241014183115NAL0026946753001

Related Form 5500 pages