2023 Form 5500 filing — Pension Plan For Agricultural Employees Of Member Ers Of Cgf

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 20240920195601NAL0008011297001) for Pension Plan For Agricultural Employees Of Member Ers Of Cgf, reported by California Grower Foundation under EIN 94-2166265 and plan number 333. It reports 470 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$308.6KReported net assets$308,578
Participants470
Provider compensation$87.5K4 Schedule C row(s)$87,451
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240920195601NAL0008011297001
Plan sponsor
California Grower Foundation
EIN
94-2166265
Plan number
333
Location
Napa, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$331.7K total assets
Net assets$308.6KLiabilities$23.1K
Money in vs. money out
Total income / additions$2.6M
Total expenses$21.2M
Benefits paid / distributions$21.1M
Contributions
Employer$1.4M
Participant$0
Full reported line items
Total assets (EOY)
$331,657
Total liabilities (EOY)
$23,079
Net assets (EOY)
$308,578
Employer contributions
$1,394,001
Participant contributions
$0
Total income / additions
$2,595,015
Benefits paid
$21,104,041
Administrative expenses
$122,141
Total expenses
$21,226,182
Net increase / (decrease)
-$18,631,167
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Us Bank$34.3K
    BANK TRUSTEE · Direct $34.3K
  2. 2
    ENROLLED ACTUARY · Direct $21.2K
  3. 3
    ERISA ATTORNEY · Direct $19.1K
  4. 4
    EMPLOYER · Direct $12.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240920195601NAL0008011297001 cover?
It is the 2023 Form 5500 filing for Pension Plan For Agricultural Employees Of Member Ers Of Cgf, reported by California Grower Foundation (EIN 94-2166265).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages