2023 Form 5500 filing — Bob'S Red Mill 401(K) Retirement Savings 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 20241017125010NAL0018444851001) for Bob'S Red Mill 401(K) Retirement Savings Plan, reported by Bob'S Red Mill Natural Foods, Inc. under EIN 93-1014460 and plan number 001. It reports 790 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241017125010NAL0018444851001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bob'S Red Mill Natural Foods, Inc.
- EIN
- 93-1014460
- Plan number
- 001
- Location
- Milwaukie, OR
- Participants
- 790
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,664,320
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,664,320
- Employer contributions
- $1,713,023
- Participant contributions
- $3,342,100
- Total income / additions
- $10,677,655
- Benefits paid
- $4,838,204
- Administrative expenses
- $125,324
- Total expenses
- $4,992,943
- Net increase / (decrease)
- $5,684,712
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $125,324 | $0 |
| Cambridge Investment Research Advis | INVESTMENT ADVISORY | $0 | $54,206 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |