2023 Form 5500 filing — Index Fresh, Inc. 401(K) Retirement 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 20241008113210NAL0009593379001) for Index Fresh, Inc. 401(K) Retirement Plan, reported by Index Fresh, Inc. under EIN 33-0862019 and plan number 001. It reports 109 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10.4MReported net assets$10,397,227
Participants109
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241008113210NAL0009593379001
Plan sponsor
Index Fresh, Inc.
EIN
33-0862019
Plan number
001
Location
Corona, CA
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$10.4M total assets
Net assets$10.4MLiabilities$0
Money in vs. money out
Total income / additions$2.4M
Total expenses$1.6M
Benefits paid / distributions$1.5M
Contributions
Employer$283.7K
Participant$585.1K
Full reported line items
Total assets (EOY)
$10,397,227
Total liabilities (EOY)
$0
Net assets (EOY)
$10,397,227
Employer contributions
$283,724
Participant contributions
$585,125
Total income / additions
$2,371,866
Benefits paid
$1,527,065
Administrative expenses
$58,598
Total expenses
$1,585,663
Net increase / (decrease)
$786,203

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008113210NAL0009593379001 cover?
It is the 2023 Form 5500 filing for Index Fresh, Inc. 401(K) Retirement Plan, reported by Index Fresh, Inc. (EIN 33-0862019).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages