2023 Form 5500 filing — Ghirardelli Chocolate Company 401(K) Retirement & Savings 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 20241002123935NAL0004793651001) for Ghirardelli Chocolate Company 401(K) Retirement & Savings Plan, reported by Ghirardelli Chocolate Company under EIN 95-3451829 and plan number 001. It reports 1,107 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002123935NAL0004793651001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ghirardelli Chocolate Company
- EIN
- 95-3451829
- Plan number
- 001
- Location
- San Leandro, CA
- Participants
- 1,107
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $96,267,309
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $96,267,309
- Employer contributions
- $4,317,250
- Participant contributions
- $5,516,998
- Total income / additions
- $25,367,824
- Benefits paid
- $7,477,169
- Administrative expenses
- $155,098
- Total expenses
- $7,640,138
- Net increase / (decrease)
- $17,727,686
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $114,113 | $0 |
| Mercer | INVESTMENT ADVISORY | $29,177 | not reported in the loaded dataset |
| Dynamic Wealth Advisors | INV ADV, PARTICIPANTS | $11,538 | not reported in the loaded dataset |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |