2023 Form 5500 filing — Agrana Fruit Us, Inc. 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 20241204153032NAL0006740704001) for Agrana Fruit Us, Inc. 401(K) Profit Sharing Plan, reported by Agrana Fruit Us, Inc. under EIN 34-1241911 and plan number 002. It reports 449 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241204153032NAL0006740704001
Filing year
2023
Form type
2
Plan sponsor
Agrana Fruit Us, Inc.
EIN
34-1241911
Plan number
002
Location
Brecksville, OH
Participants
449
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$30,796,768
Total liabilities (EOY)
$0
Net assets (EOY)
$30,796,768
Employer contributions
$775,061
Participant contributions
$1,639,407
Total income / additions
$6,913,093
Benefits paid
$3,118,435
Administrative expenses
$122,645
Total expenses
$3,241,080
Net increase / (decrease)
$3,672,013
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Capfinancial Partners, LLCnot reported in the loaded dataset$73,720not reported in the loaded dataset
Nationwidenot reported in the loaded dataset$33,032$0
Pension Financial Services Incnot reported in the loaded dataset$15,900not reported in the loaded dataset

Related Form 5500 pages