2023 Form 5500 filing — Sunkist Match Plus Savings 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 20241010135756NAL0035933952001) for Sunkist Match Plus Savings Plan, reported by Sunkist Growers, Inc. under EIN 95-0595000 and plan number 336. It reports 786 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010135756NAL0035933952001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Sunkist Growers, Inc.
- EIN
- 95-0595000
- Plan number
- 336
- Location
- Valencia, CA
- Participants
- 786
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $108,024,209
- Net assets (EOY)
- $108,024,209
- Employer contributions
- $1,530,158
- Participant contributions
- $3,562,871
- Total income / additions
- $22,198,236
- Benefits paid
- $13,092,809
- Administrative expenses
- $112,942
- Total expenses
- $13,205,751
- Net increase / (decrease)
- $8,992,485
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $109,191 | not reported in the loaded dataset |