2023 Form 5500 filing — Ventura Foods, LLC Profit Sharing 401(K) Plan For Production Employees
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 20241014144053NAL0026440225005) for Ventura Foods, LLC Profit Sharing 401(K) Plan For Production Employees, reported by Ventura Foods, LLC under EIN 95-4589254 and plan number 002. It reports 345 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014144053NAL0026440225005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ventura Foods, LLC
- EIN
- 95-4589254
- Plan number
- 002
- Location
- Brea, CA
- Participants
- 345
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,337,851
- Net assets (EOY)
- $15,337,851
- Employer contributions
- $263,746
- Participant contributions
- $438,378
- Total income / additions
- $3,210,294
- Benefits paid
- $1,821,373
- Administrative expenses
- $24,078
- Total expenses
- $1,845,847
- Net increase / (decrease)
- $1,364,447
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Miller Kaplan | AUDITOR | $13,000 | not reported in the loaded dataset |
| Gallagher Benefit Services | INVESTMENT ADVISOR | $5,555 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORD KEEPER | $5,523 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 |