2023 Form 5500 filing — Legacy Fruit, LLC 401(K) 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 20241014183115NAL0026946753001) for Legacy Fruit, LLC 401(K) Plan And Trust, reported by Legacy Fruit, LLC under EIN 83-2036659 and plan number 001. It reports 643 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$7.5MReported net assets$7,455,516
Participants643
Provider compensation$33K3 Schedule C row(s)$33,034
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014183115NAL0026946753001
- Plan sponsor
- Legacy Fruit, LLC
- EIN
- 83-2036659
- Plan number
- 001
- Location
- Wapato, WA
- 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)$7.5M total assets
Net assets$7.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $7,455,516
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,455,516
- Employer contributions
- $334,903
- Participant contributions
- $531,247
- Total income / additions
- $2,006,513
- Benefits paid
- $522,110
- Administrative expenses
- $28,157
- Total expenses
- $550,267
- Net increase / (decrease)
- $1,456,246
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bbm Financial Services, Inc | CONTRACT ADMIN | $21,896 | not reported in the loaded dataset |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $10,584 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $554 | not reported in the loaded dataset |