2023 Form 5500 filing — Stemilt Growers, LLC 401(K) Savings Plan & Trust
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 20241004154153NAL0006817731001) for Stemilt Growers, LLC 401(K) Savings Plan & Trust, reported by Stemilt Growers, LLC under EIN 27-2088978 and plan number 333. It reports 2,756 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004154153NAL0006817731001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stemilt Growers, LLC
- EIN
- 27-2088978
- Plan number
- 333
- Location
- Wenatchee, WA
- Participants
- 2,756
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,743,179
- Total liabilities (EOY)
- $70
- Net assets (EOY)
- $57,743,109
- Employer contributions
- $1,395,157
- Participant contributions
- $2,815,487
- Total income / additions
- $11,780,776
- Benefits paid
- $4,410,440
- Administrative expenses
- $232,412
- Total expenses
- $4,642,852
- Net increase / (decrease)
- $7,137,924
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial LLC - Rpcp | INVESTMENT ADVISOR | $60,000 | not reported in the loaded dataset |
| Benefits 2 Administrators | THIRD PARTY ADMINISTRATO | $23,798 | $10,675 |
| John Hancock Life Insurance Co Usa | RECORDKEEPER | $628 | not reported in the loaded dataset |