2023 Form 5500 filing — Marich Confectionery Company 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 20250724191140NAL0002993267001) for Marich Confectionery Company 401(K) Plan, reported by Marich Confectionery Company under EIN 77-0020098 and plan number 001. It reports 201 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250724191140NAL0002993267001
Filing year
2023
Form type
2
Plan sponsor
Marich Confectionery Company
EIN
77-0020098
Plan number
001
Location
Hollister, CA
Participants
201
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$8,218,807
Net assets (EOY)
$8,218,807
Employer contributions
$114,869
Participant contributions
$502,721
Total income / additions
$1,780,127
Benefits paid
$999,082
Administrative expenses
$11,848
Total expenses
$1,016,642
Net increase / (decrease)
$763,485
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Ubs Financial ServicesINVESTMENT ADVISOR$22,894not reported in the loaded dataset
Plan Design ConsultantsTHIRD PARTY ADMINISTRATOR$10,120$3,808

Related Form 5500 pages