2023 Form 5500 filing — Taylor Fresh Foods, Inc. 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 20241009092130NAL0010471619001) for Taylor Fresh Foods, Inc. 401(K) Plan, reported by Taylor Fresh Foods, Inc. under EIN 93-1214572 and plan number 001. It reports 12,953 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009092130NAL0010471619001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Taylor Fresh Foods, Inc.
- EIN
- 93-1214572
- Plan number
- 001
- Location
- Salinas, CA
- Participants
- 12,953
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $281,101,742
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $281,101,742
- Employer contributions
- $11,904,600
- Participant contributions
- $19,973,792
- Total income / additions
- $70,962,078
- Benefits paid
- $22,140,732
- Administrative expenses
- $729,634
- Total expenses
- $22,872,022
- Net increase / (decrease)
- $48,090,056
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $707,063 | $0 |
| Buckingham Strategic Wealth, LLC | INVESTMENT ADVISORY | $17,465 | $35 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |