2023 Form 5500 filing — Valley Fine Foods 401k
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 20240731153510NAL0014490963001) for Valley Fine Foods 401k, reported by Valley Fine Foods Company, Inc. under EIN 91-1848643 and plan number 001. It reports 384 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731153510NAL0014490963001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Valley Fine Foods Company, Inc.
- EIN
- 91-1848643
- Plan number
- 001
- Location
- Benicia, CA
- Participants
- 384
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,231,325
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,231,325
- Employer contributions
- $381,100
- Participant contributions
- $818,984
- Total income / additions
- $2,783,519
- Benefits paid
- $339,483
- Administrative expenses
- $90,336
- Total expenses
- $429,819
- Net increase / (decrease)
- $2,353,700
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch - Eps | RIA | $19,530 | $0 |
| Merrill Lynch - Fas | RIA | $19,530 | $0 |
| John Hancock Life Insurance | RECORDKEEPER | $2,529 | not reported in the loaded dataset |