2023 Form 5500 filing — Poindexter Nut Company, 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 20250703104638NAL0001125394001) for Poindexter Nut Company, Inc. 401(K) Profit Sharing Plan, reported by Poindexter Nut Company, Inc. under EIN 46-2070320 and plan number 001. It reports 478 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250703104638NAL0001125394001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Poindexter Nut Company, Inc.
- EIN
- 46-2070320
- Plan number
- 001
- Location
- Selma, CA
- Participants
- 478
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,706,742
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,706,742
- Employer contributions
- $162,158
- Participant contributions
- $255,072
- Total income / additions
- $900,169
- Benefits paid
- $247,601
- Administrative expenses
- $69,652
- Total expenses
- $317,253
- Net increase / (decrease)
- $582,916
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Baker Chi & Parkey Accountancy Corp | AUDIT | $26,000 | not reported in the loaded dataset |
| Lpl Financial Corporation | INVESTMENT ADVISOR | $16,018 | not reported in the loaded dataset |
| Pension Design, Inc. | TPA | $13,500 | $0 |
| Transamerica Life Insurance Co. | RECORDKEEPER | $5,341 | $0 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY | $675 | not reported in the loaded dataset |