2023 Form 5500 filing — Pasquinelli Produce Co. 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 20241009080951NAL0036445650001) for Pasquinelli Produce Co. Profit Sharing Plan, reported by Pasquinelli Produce Co. under EIN 86-0734797 and plan number 001. It reports 440 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009080951NAL0036445650001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pasquinelli Produce Co.
- EIN
- 86-0734797
- Plan number
- 001
- Location
- Yuma, AZ
- Participants
- 440
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,430,729
- Total liabilities (EOY)
- $246,021
- Net assets (EOY)
- $9,184,708
- Employer contributions
- $793,912
- Total income / additions
- $1,919,837
- Benefits paid
- $1,020,978
- Administrative expenses
- $110,874
- Total expenses
- $1,131,852
- Net increase / (decrease)
- $787,985
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services, Inc. | NONE | $46,084 | not reported in the loaded dataset |
| Mgks | NONE | $32,098 | not reported in the loaded dataset |
| Wallace, Plese Dreher, Llp | NONE | $13,700 | not reported in the loaded dataset |
| Fiduciary Wise, LLC | NONE | $10,000 | not reported in the loaded dataset |