2023 Form 5500 filing — Valley Isle Produce, Inc. 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 20250523204043NAL0002854403001) for Valley Isle Produce, Inc. 401(K) Plan, reported by Valley Isle Produce, Inc. under EIN 99-0112838 and plan number 003. It reports 158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$19.5MReported net assets$19,457,726
Participants158
Provider compensation$14.2K2 Schedule C row(s)$14,240
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250523204043NAL0002854403001
Plan sponsor
Valley Isle Produce, Inc.
EIN
99-0112838
Plan number
003
Location
Kahului Maui, HI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$19.5M total assets
Net assets$19.5MLiabilities$5.7K
Money in vs. money out
Total income / additions$5.2M
Total expenses$2.5M
Benefits paid / distributions$2.5M
Contributions
Employer$196.3K
Participant$653.6K
Full reported line items
Total assets (EOY)
$19,463,403
Total liabilities (EOY)
$5,677
Net assets (EOY)
$19,457,726
Employer contributions
$196,306
Participant contributions
$653,565
Total income / additions
$5,171,673
Benefits paid
$2,527,215
Administrative expenses
$14,240
Total expenses
$2,541,455
Net increase / (decrease)
$2,630,218
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $12.6K
  2. 2
    RECORDKEEPER · Direct $1.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250523204043NAL0002854403001 cover?
It is the 2023 Form 5500 filing for Valley Isle Produce, Inc. 401(K) Plan, reported by Valley Isle Produce, Inc. (EIN 99-0112838).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages