2023 Form 5500 filing — Natural Delights 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240722101557NAL0016080512001) for Natural Delights 401(K) Plan, reported by Bard Valley Date Growers Association (Bvdga) under EIN 33-0250345 and plan number 001. It reports 467 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240722101557NAL0016080512001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Bard Valley Date Growers Association (Bvdga)
- EIN
- 33-0250345
- Plan number
- 001
- Location
- Yuma, AZ
- Participants
- 467
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,606,352
- Net assets (EOY)
- $4,606,352
- Employer contributions
- $278,261
- Participant contributions
- $558,547
- Total income / additions
- $1,590,366
- Benefits paid
- $1,061,740
- Administrative expenses
- $37,433
- Total expenses
- $1,099,173
- Net increase / (decrease)
- $491,193
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D Jones & Co Lp | RIA | $10,740 | $0 |
| Wilshire Associates Inc (Usa) | RIA | $859 | $0 |