2023 Form 5500 filing — Calavo Growers, Inc. 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 20240917180705NAL0005916048001) for Calavo Growers, Inc. Retirement Plan, reported by Calavo Growers, Inc. under EIN 33-0945304 and plan number 006. It reports 1,563 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917180705NAL0005916048001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Calavo Growers, Inc.
- EIN
- 33-0945304
- Plan number
- 006
- Location
- Santa Paula, CA
- Participants
- 1,563
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,339,154
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,339,154
- Employer contributions
- $1,077,973
- Participant contributions
- $2,399,491
- Total income / additions
- $11,243,750
- Benefits paid
- $7,253,883
- Administrative expenses
- $70,018
- Total expenses
- $7,323,901
- Net increase / (decrease)
- $3,919,849
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $55,060 | $0 |
| Pensionmark Retirement Group | NONE | $13,750 | not reported in the loaded dataset |