2023 Form 5500 filing — Ferris Coffee & Nut Company Employee'S Profit Sharing 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 20241008153859NAL0035245618001) for Ferris Coffee & Nut Company Employee'S Profit Sharing Plan, reported by Ferris Coffee & Nut Company under EIN 38-0536710 and plan number 001. It reports 149 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)$2.8MReported net assets$2,783,740

Participants149

Provider compensation$3.6K3 Schedule C row(s)$3,603

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241008153859NAL0035245618001
Plan sponsor: Ferris Coffee & Nut Company
EIN: 38-0536710
Plan number: 001
Location: Grand Rapids, MI
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)$2.8M total assets

Net assets$2.8MLiabilities$0

Money in vs. money out

Total income / additions$749K

Total expenses$594.7K

Benefits paid / distributions$591.1K

Contributions

Employer$53.2K

Participant$234.2K

Full reported line items

Total assets (EOY): $2,783,740
Total liabilities (EOY): $0
Net assets (EOY): $2,783,740
Employer contributions: $53,203
Participant contributions: $234,152
Total income / additions: $748,988
Benefits paid: $591,098
Administrative expenses: $3,597
Total expenses: $594,695
Net increase / (decrease): $154,293

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$3.6K
CONTRACT ADMINISTRATOR · Direct $3.6K · Indirect $0
2
Northwestern Mutual Investment Serv$7
OTHER SERVICES · Direct $0 · Indirect $7
3
Wilshire Advisors LLC$0
INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008153859NAL0035245618001 cover?: It is the 2023 Form 5500 filing for Ferris Coffee & Nut Company Employee'S Profit Sharing Plan, reported by Ferris Coffee & Nut Company (EIN 38-0536710).
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).