2023 Form 5500 filing — Bridgetown Natural Foods 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 20240731173701NAL0014623155001) for Bridgetown Natural Foods 401(K) Plan, reported by Bridgetown Natural Foods, LLC under EIN 26-2845975 and plan number 002. It reports 379 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731173701NAL0014623155001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bridgetown Natural Foods, LLC
- EIN
- 26-2845975
- Plan number
- 002
- Location
- Portland, OR
- Participants
- 379
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,108,881
- Total liabilities (EOY)
- $2,262
- Net assets (EOY)
- $6,106,619
- Employer contributions
- $412,886
- Participant contributions
- $944,244
- Total income / additions
- $2,232,149
- Benefits paid
- $103,130
- Administrative expenses
- $35,754
- Total expenses
- $138,884
- Net increase / (decrease)
- $2,093,265
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial | FINANCIAL ADVISOR | $12,506 | not reported in the loaded dataset |
| John Hancock Life Insurance | RECORDKEEPER | $700 | $0 |