2023 Form 5500 filing — Monterey Mushrooms 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 20240910110950NAL0005568881001) for Monterey Mushrooms 401(K) Plan, reported by Monterey Mushrooms, LLC under EIN 77-0185497 and plan number 002. It reports 1,589 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910110950NAL0005568881001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Monterey Mushrooms, LLC
- EIN
- 77-0185497
- Plan number
- 002
- Location
- Watsonville, CA
- Participants
- 1,589
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,085,831
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,085,831
- Employer contributions
- $407,904
- Participant contributions
- $2,445,552
- Total income / additions
- $7,208,649
- Benefits paid
- $4,928,390
- Administrative expenses
- $114,025
- Total expenses
- $5,078,305
- Net increase / (decrease)
- $2,130,344
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gallagher Fiduciary Advisors, LLC | INVESTMENT ADVISORY | $59,968 | $32 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $54,057 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |