2023 Form 5500 filing — T. Marzetti Company Hourly Employee 401(K) Plan For The Indianola Plant

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 20240924151026NAL0013192929002) for T. Marzetti Company Hourly Employee 401(K) Plan For The Indianola Plant, reported by T. Marzetti Company under EIN 31-4244940 and plan number 003. It reports 270 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.7MReported net assets$6,737,662
Participants270
Provider compensation$3.4K2 Schedule C row(s)$3,408
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240924151026NAL0013192929002
Plan sponsor
T. Marzetti Company
EIN
31-4244940
Plan number
003
Location
Westerville, OH
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)$6.7M total assets
Net assets$6.7MLiabilities
Money in vs. money out
Total income / additions$2.1M
Total expenses$606.6K
Benefits paid / distributions$598.9K
Contributions
Employer$552.2K
Participant$696.9K
Full reported line items
Total assets (EOY)
$6,737,662
Net assets (EOY)
$6,737,662
Employer contributions
$552,174
Participant contributions
$696,889
Total income / additions
$2,123,497
Benefits paid
$598,886
Administrative expenses
$3,408
Total expenses
$606,625
Net increase / (decrease)
$1,516,872
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $3.4K
  2. 2
    NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240924151026NAL0013192929002 cover?
It is the 2023 Form 5500 filing for T. Marzetti Company Hourly Employee 401(K) Plan For The Indianola Plant, reported by T. Marzetti Company (EIN 31-4244940).
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