2023 Form 5500 filing — Joseph Gallo Farms 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 20241015184835NAL0049414096001) for Joseph Gallo Farms 401(K) Plan, reported by Gallo Cattle Company Dba Joseph Gallo Farms under EIN 88-1723741 and plan number 001. It reports 288 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015184835NAL0049414096001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gallo Cattle Company Dba Joseph Gallo Farms
- EIN
- 88-1723741
- Plan number
- 001
- Location
- Atwater, CA
- Participants
- 288
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,145,835
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,145,835
- Employer contributions
- $343,812
- Participant contributions
- $763,327
- Total income / additions
- $3,212,758
- Benefits paid
- $635,468
- Administrative expenses
- $55,455
- Total expenses
- $690,923
- Net increase / (decrease)
- $2,521,835
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $55,454 | $0 |
| Wells Fargo Clearing Svcs (Wf Advs) | INVESTMENT ADVISORY | $0 | $24,219 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |