2023 Form 5500 filing — Naturipe Berry Growers 401(K) Profit Sharing Plan & Trust
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 20240913081038NAL0015807248001) for Naturipe Berry Growers 401(K) Profit Sharing Plan & Trust, reported by Naturipe Berry Growers under EIN 20-5701910 and plan number 002. It reports 141 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913081038NAL0015807248001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Naturipe Berry Growers
- EIN
- 20-5701910
- Plan number
- 002
- Location
- Salinas, CA
- Participants
- 141
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,368,433
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,368,433
- Employer contributions
- $196,069
- Participant contributions
- $479,843
- Total income / additions
- $1,909,451
- Benefits paid
- $692,784
- Administrative expenses
- $61,883
- Total expenses
- $754,667
- Net increase / (decrease)
- $1,154,784
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner | INVESTMENT ADVISORY PLAN | $28,653 | not reported in the loaded dataset |
| 401k Generation | CONTRACT ADMINISTRATOR | $19,084 | not reported in the loaded dataset |
| Paychex, Inc. | RECORDKEEPER | $13,747 | not reported in the loaded dataset |