2023 Form 5500 filing — Eichelberger Farms, 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 20241009133011NAL0018420977001) for Eichelberger Farms, Inc. 401(K) Plan, reported by Eichelberger Farms, Inc. under EIN 39-1870144 and plan number 001. It reports 209 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)$7.1MReported net assets$7,092,692
Participants209
Provider compensation$37.1K3 Schedule C row(s)$37,143
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009133011NAL0018420977001
Plan sponsor
Eichelberger Farms, Inc.
EIN
39-1870144
Plan number
001
Location
Wayland, IA
Received date
not reported in the loaded dataset
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)$7.1M total assets
Net assets$7.1MLiabilities$0
Money in vs. money out
Total income / additions$2.4M
Total expenses$1.3M
Benefits paid / distributions$1.2M
Contributions
Employer$335.5K
Participant$451.5K
Full reported line items
Total assets (EOY)
$7,092,692
Total liabilities (EOY)
$0
Net assets (EOY)
$7,092,692
Employer contributions
$335,496
Participant contributions
$451,529
Total income / additions
$2,378,238
Benefits paid
$1,214,262
Administrative expenses
$37,312
Total expenses
$1,251,574
Net increase / (decrease)
$1,126,664

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Transamerica Life Insurance CompanyRECORDKEEPER$26,132$0
Accel Wealth Management LLCINVESTMENT ADVISORY-PLAN$7,916not reported in the loaded dataset
The Retirement Advantage, Inc.RECORDKEEPER$3,050$45

Related Form 5500 pages