2023 Form 5500 filing — Sun-Maid Growers Of California Employee Retirement 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 20241011152611NAL0023108113001) for Sun-Maid Growers Of California Employee Retirement Savings Plan, reported by Sun-Maid Growers Of California under EIN 94-0908760 and plan number 004. It reports 212 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)$48.6MReported net assets$48,577,674
Participants212
Provider compensation$44.7K1 Schedule C row(s)$44,655
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011152611NAL0023108113001
Plan sponsor
Sun-Maid Growers Of California
EIN
94-0908760
Plan number
004
Location
Fresno, CA
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)$48.6M total assets
Net assets$48.6MLiabilities$0
Money in vs. money out
Total income / additions$9.7M
Total expenses$7M
Benefits paid / distributions$7M
Contributions
EmployerNot reported
Participant$1.4M
Full reported line items
Total assets (EOY)
$48,577,674
Total liabilities (EOY)
$0
Net assets (EOY)
$48,577,674
Participant contributions
$1,365,600
Total income / additions
$9,669,970
Benefits paid
$6,961,931
Administrative expenses
$44,705
Total expenses
$7,012,484
Net increase / (decrease)
$2,657,486

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Prudential Retirement Insurance AndNONE$44,655$0

Related Form 5500 pages