2023 Form 5500 filing — Pillen Family Farms, 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 20250715160812NAL0001455059001) for Pillen Family Farms, Inc. 401(K) Plan, reported by Pillen Family Farms, Inc. under EIN 45-5245430 and plan number 001. It reports 1,019 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715160812NAL0001455059001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pillen Family Farms, Inc.
- EIN
- 45-5245430
- Plan number
- 001
- Location
- Columbus, NE
- Participants
- 1,019
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,613,421
- Total liabilities (EOY)
- $188,633
- Net assets (EOY)
- $23,424,788
- Employer contributions
- $387,286
- Participant contributions
- $1,071,120
- Total income / additions
- $7,245,699
- Benefits paid
- $1,257,622
- Administrative expenses
- $83,449
- Total expenses
- $1,341,243
- Net increase / (decrease)
- $5,904,456
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wcg Wealth Advisors LLC | INVESTMENT ADVISOR | $40,236 | not reported in the loaded dataset |
| Newport Group Inc. | RECORD-KEEPER | $37,175 | $0 |
| Newport Trust Company | TRUSTEE | $6,037 | $0 |