2023 Form 5500 filing — Masters Gallery Foods, Inc. Retirement Savings 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 20240722160224NAL0006014531001) for Masters Gallery Foods, Inc. Retirement Savings Plan, reported by Masters Gallery Foods, Inc. under EIN 39-1036619 and plan number 001. It reports 1,098 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240722160224NAL0006014531001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Masters Gallery Foods, Inc.
- EIN
- 39-1036619
- Plan number
- 001
- Location
- Plymouth, WI
- Participants
- 1,098
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $70,308,962
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $70,308,962
- Employer contributions
- $2,027,241
- Participant contributions
- $4,643,062
- Total income / additions
- $16,038,132
- Benefits paid
- $3,404,563
- Administrative expenses
- $157,993
- Total expenses
- $3,562,556
- Net increase / (decrease)
- $12,475,576
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services, LLC | RECORDKEEPER | $97,993 | $0 |
| Spectrum Investment Advisors, Inc. | ADVISOR | $60,000 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |
| Mscs Fs Div Of Broadridge Bpo, LLC | NONE | $0 | $0 |