Lusamerica Foods — 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, Lusamerica Foods (EIN 94-2349696) is a plan sponsor located in Morgan Hill, CA with 1 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
94-2349696
Location
Morgan Hill, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$7,469,441
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$7,469,441

Contributions & income

Employer contributions
$177,958
Participant contributions
$275,557
Total income / additions
$1,641,374

Expenses & distributions

Benefits paid / distributions
$424,638
Total expenses
$442,617
Net increase / (decrease)
$1,198,757

Coverage

Total reported participants
1,004
Plans with financial statements
1
Plans with provider compensation
0

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

Lusamerica Foods plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Lusamerica 401(K) Plan001507$7,469,4412023
Lusamerica Foods Health And Welfare Plan501497not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Lusamerica Foods
YearPlanParticipantsSchedulesFiling
2023Lusamerica 401(K) Plan507I20240516200557NAL0023083747001
2023Lusamerica Foods Health And Welfare Plan49720250714142235NAL0000942771001

Related Form 5500 pages