2023 Form 5500 filing — Simoni & Massoni Farms 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 20241015073654NAL0048394256001) for Simoni & Massoni Farms 401(K) Profit Sharing Plan, reported by Simoni & Massoni Farms under EIN 94-2724834 and plan number 002. It reports 63 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.9MReported net assets$2,858,185
Participants63
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241015073654NAL0048394256001
Plan sponsor
Simoni & Massoni Farms
EIN
94-2724834
Plan number
002
Location
Byron, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.9M total assets
Net assets$2.9MLiabilities
Money in vs. money out
Total income / additions$697.9K
Total expenses$845K
Benefits paid / distributions$827.3K
Contributions
Employer$283.9K
Participant$129.9K
Full reported line items
Total assets (EOY)
$2,858,185
Net assets (EOY)
$2,858,185
Employer contributions
$283,892
Participant contributions
$129,950
Total income / additions
$697,934
Benefits paid
$827,290
Administrative expenses
$17,740
Total expenses
$845,030
Net increase / (decrease)
-$147,096

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015073654NAL0048394256001 cover?
It is the 2023 Form 5500 filing for Simoni & Massoni Farms 401(K) Profit Sharing Plan, reported by Simoni & Massoni Farms (EIN 94-2724834).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages