2023 Form 5500 filing — Sweet Harvest Foods 401(K) Profit Sharing 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 20241013180341NAL0012550083001) for Sweet Harvest Foods 401(K) Profit Sharing Plan, reported by Natural American Foods Dba Sweet Harvest Foods under EIN 46-4349430 and plan number 001. It reports 157 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)$9.2MReported net assets$9,222,268
Participants157
Provider compensation$27.2K5 Schedule C row(s)$27,222
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241013180341NAL0012550083001
- Plan sponsor
- Natural American Foods Dba Sweet Harvest Foods
- EIN
- 46-4349430
- Plan number
- 001
- Location
- Cannon Falls, MN
- 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)$9.2M total assets
Net assets$9.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $9,222,268
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,222,268
- Employer contributions
- $472,182
- Participant contributions
- $1,010,385
- Total income / additions
- $2,749,694
- Benefits paid
- $970,126
- Administrative expenses
- $48,510
- Total expenses
- $1,018,636
- Net increase / (decrease)
- $1,731,058
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $12,359 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $8,984 | $0 |
| Towers Watson Investment Services I | INVESTMENT ADVISOR | $5,162 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $717 | not reported in the loaded dataset |
| Principal Life Insurance Co | CONTRACT ADMIN | $0 | $0 |