2023 Form 5500 filing — Mrs. Gerry'S Kitchen, LLC 401(K) Profit Sharing Retirement 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 20240726134551NAL0026640416001) for Mrs. Gerry'S Kitchen, LLC 401(K) Profit Sharing Retirement Plan, reported by Mrs. Gerry'S Kitchen, LLC under EIN 41-1309235 and plan number 001. It reports 292 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$23.8MReported net assets$23,767,982
Participants292
Provider compensation$9.2K1 Schedule C row(s)$9,169
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240726134551NAL0026640416001
- Plan sponsor
- Mrs. Gerry'S Kitchen, LLC
- EIN
- 41-1309235
- Plan number
- 001
- Location
- Albert Lea, MN
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$23.8M total assets
Net assets$23.8MLiabilities$6.9K
Full reported line items
- Total assets (EOY)
- $23,774,906
- Total liabilities (EOY)
- $6,924
- Net assets (EOY)
- $23,767,982
- Employer contributions
- $355,253
- Participant contributions
- $763,623
- Total income / additions
- $4,845,931
- Benefits paid
- $1,376,710
- Administrative expenses
- $9,169
- Total expenses
- $1,385,879
- Net increase / (decrease)
- $3,460,052
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alerus Finanical, N.A. | NONE | $9,169 | $0 |