2023 Form 5500 filing — New Columbia Fruit Packers, LLC 401(K) Retirement 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 20241016113348NAL0017671587001) for New Columbia Fruit Packers, LLC 401(K) Retirement Plan, reported by New Columbia Fruit Packers, LLC under EIN 91-0906247 and plan number 001. It reports 1,200 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016113348NAL0017671587001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New Columbia Fruit Packers, LLC
- EIN
- 91-0906247
- Plan number
- 001
- Location
- Wenatchee, WA
- Participants
- 1,200
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,522,044
- Total liabilities (EOY)
- $3,635
- Net assets (EOY)
- $7,518,409
- Employer contributions
- $115,785
- Participant contributions
- $631,552
- Total income / additions
- $2,061,660
- Benefits paid
- $1,701,500
- Administrative expenses
- $45,519
- Total expenses
- $1,787,492
- Net increase / (decrease)
- $274,168
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Ins Co | RECORDKEEPER | $20,880 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY - PL | $16,717 | not reported in the loaded dataset |
| Benefits2 Administrators LLC | THIRD PARTY ADMINISTRATO | $3,800 | $0 |
| Ameriben/Iec Group | THIRD PARTY ADMIN | $2,517 | $0 |