2023 Form 5500 filing — Pension Plan For Employees Of National Fruit Product Company, Inc.
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 20250415132612NAL0003365857001) for Pension Plan For Employees Of National Fruit Product Company, Inc., reported by National Fruit Product Co., Inc. under EIN 54-0315385 and plan number 001. It reports 560 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415132612NAL0003365857001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Fruit Product Co., Inc.
- EIN
- 54-0315385
- Plan number
- 001
- Location
- Winchester, VA
- Participants
- 560
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,834,184
- Total liabilities (EOY)
- $88,856
- Net assets (EOY)
- $16,745,328
- Employer contributions
- $523,287
- Total income / additions
- $2,465,706
- Benefits paid
- $1,277,563
- Administrative expenses
- $367,694
- Total expenses
- $1,645,257
- Net increase / (decrease)
- $820,449
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors | NONE | $139,685 | not reported in the loaded dataset |
| Cbiz Benefits & Insurance Services | NONE | $29,111 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $9,626 | $0 |