2023 Form 5500 filing — Farmer Bros. Co. 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 20241001125811NAL0011592240001) for Farmer Bros. Co. 401(K) Plan, reported by Farmer Bros. Co. under EIN 95-0725980 and plan number 003. It reports 2,059 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)$101.3MReported net assets$101,283,713

Participants2.1K2,059

Provider compensation$227.5K4 Schedule C row(s)$227,452

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241001125811NAL0011592240001
Plan sponsor: Farmer Bros. Co.
EIN: 95-0725980
Plan number: 003
Location: Fort Worth, TX
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)$101.3M total assets

Net assets$101.3MLiabilities$0

Money in vs. money out

Total income / additions$18.3M

Total expenses$13.8M

Benefits paid / distributions$13.5M

Contributions

Employer$2.3M

Participant$4.7M

Full reported line items

Total assets (EOY): $101,283,713
Total liabilities (EOY): $0
Net assets (EOY): $101,283,713
Employer contributions: $2,339,118
Participant contributions: $4,687,707
Total income / additions: $18,268,362
Benefits paid: $13,549,853
Administrative expenses: $197,190
Total expenses: $13,769,891
Net increase / (decrease): $4,498,471

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$169.3K
CONTRACT ADMINISTRATOR · Direct $169.3K · Indirect $0
2
Nfp Retirement Inc.$27.9K
INVESTMENT ADVISORY · Direct $27.9K · Indirect $55
3
Farmer Bros Co$16K
OTHER SERVICES · Direct $0 · Indirect $16K
4
Pkf O'Connor Davies, Llp$14.2K
OTHER SERVICES · Direct $0 · Indirect $14.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001125811NAL0011592240001 cover?: It is the 2023 Form 5500 filing for Farmer Bros. Co. 401(K) Plan, reported by Farmer Bros. Co. (EIN 95-0725980).
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).