2023 Form 5500 filing — Harvest Sherwood Food Distributors Employee 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 20241006072618NAL0008136611001) for Harvest Sherwood Food Distributors Employee 401(K) Plan, reported by Harvest Sherwood Food Distributors, Inc under EIN 51-0378995 and plan number 003. It reports 1,987 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241006072618NAL0008136611001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Harvest Sherwood Food Distributors, Inc
- EIN
- 51-0378995
- Plan number
- 003
- Location
- National City, CA
- Participants
- 1,987
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $82,600,978
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $82,600,978
- Employer contributions
- $1,582,815
- Participant contributions
- $6,141,978
- Total income / additions
- $20,959,131
- Benefits paid
- $7,801,901
- Administrative expenses
- $248,276
- Total expenses
- $8,050,748
- Net increase / (decrease)
- $12,908,383
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RECORDKEEPER | $153,302 | $0 |
| Gallagher Benefit Services Inc | RETAINED BY EMPLOYER | $70,000 | not reported in the loaded dataset |
| Plante And Moran | RETAINED BY EMPLOYER | $16,000 | not reported in the loaded dataset |