2023 Form 5500 filing — Teasdale Foods Union 401(K) 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 20241015162459NAL0015076483001) for Teasdale Foods Union 401(K) Plan, reported by Teasdale Foods Inc. under EIN 45-2897455 and plan number 001. It reports 593 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)$8.1MReported net assets$8,076,126
Participants593
Provider compensation$67.2K3 Schedule C row(s)$67,201
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015162459NAL0015076483001
Plan sponsor
Teasdale Foods Inc.
EIN
45-2897455
Plan number
001
Location
Carrollton, TX
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)$8.1M total assets
Net assets$8.1MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$522.7K
Benefits paid / distributions$453.3K
Contributions
Employer$239.4K
Participant$556.6K
Full reported line items
Total assets (EOY)
$8,076,126
Total liabilities (EOY)
$0
Net assets (EOY)
$8,076,126
Employer contributions
$239,386
Participant contributions
$556,589
Total income / additions
$1,878,541
Benefits paid
$453,324
Administrative expenses
$67,202
Total expenses
$522,699
Net increase / (decrease)
$1,355,842

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Adp, Inc.RECORD KEEPER$50,289$0
Vision Point Advisory Group, LLCINVESTMENT/FINANCIAL ADVI$16,912$0
Adp Broker-DealerRECORD KEEPER$0$0

Related Form 5500 pages