2023 Form 5500 filing — Hrbc 401(K) Plan For Ufcw Collective

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 20250725171444NAL0006114081001) for Hrbc 401(K) Plan For Ufcw Collective, reported by Harris Ranch Beef Company under EIN 47-0873490 and plan number 002. It reports 886 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)$20MReported net assets$20,011,599
Participants886
Provider compensation$78.9K2 Schedule C row(s)$78,920
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250725171444NAL0006114081001
Plan sponsor
Harris Ranch Beef Company
EIN
47-0873490
Plan number
002
Location
Selma, CA
Received date
not reported in the loaded dataset
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)$20M total assets
Net assets$20MLiabilities$0
Money in vs. money out
Total income / additions$3.5M
Total expenses$1.6M
Benefits paid / distributions$1.6M
Contributions
Employer$760.3K
Participant$396.8K
Full reported line items
Total assets (EOY)
$20,011,599
Total liabilities (EOY)
$0
Net assets (EOY)
$20,011,599
Employer contributions
$760,255
Participant contributions
$396,795
Total income / additions
$3,465,806
Benefits paid
$1,552,263
Administrative expenses
$32,569
Total expenses
$1,634,013
Net increase / (decrease)
$1,831,793

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Wells Fargo AdvisorsNONE$0$47,245
Empower Annuity Insurance CompanyNONE$31,675$0

Related Form 5500 pages