2023 Form 5500 filing — Kyle Mathison Orchards, Inc. 401(K) Savings Plan And Trust
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 20241011133948NAL0021958913001) for Kyle Mathison Orchards, Inc. 401(K) Savings Plan And Trust, reported by Kyle Mathison Orchards, Inc. under EIN 91-1473671 and plan number 001. It reports 319 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011133948NAL0021958913001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kyle Mathison Orchards, Inc.
- EIN
- 91-1473671
- Plan number
- 001
- Location
- Wenatchee, WA
- Participants
- 319
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,881,231
- Total liabilities (EOY)
- $10,683
- Net assets (EOY)
- $5,870,548
- Employer contributions
- $199,129
- Participant contributions
- $405,294
- Total income / additions
- $1,419,064
- Benefits paid
- $280,559
- Administrative expenses
- $33,235
- Total expenses
- $313,794
- Net increase / (decrease)
- $1,105,270
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial LLC | INVESTMENT ADVISOR | $13,320 | not reported in the loaded dataset |
| Benefits2 Administrators LLC | THIRD PARTY ADMINISTRATO | $2,626 | not reported in the loaded dataset |
| John Hancock Life Insurance Co | RECORDKEEPER | $317 | not reported in the loaded dataset |