2023 Form 5500 filing — Southwind Foods, LLC 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 20250825142127NAL0013934992001) for Southwind Foods, LLC 401(K)Plan, reported by Southwind Foods, LLC under EIN 95-4748473 and plan number 001. It reports 369 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250825142127NAL0013934992001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southwind Foods, LLC
- EIN
- 95-4748473
- Plan number
- 001
- Location
- Carson, CA
- Participants
- 369
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,938,585
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,938,585
- Employer contributions
- $699,267
- Participant contributions
- $683,959
- Total income / additions
- $3,582,384
- Benefits paid
- $627,676
- Administrative expenses
- $93,059
- Total expenses
- $720,735
- Net increase / (decrease)
- $2,861,649
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D.Jones & Co., L.P. | RIA | $32,368 | not reported in the loaded dataset |
| Wilshire Associates Inc Usa | RIA | $2,589 | not reported in the loaded dataset |
| John Hancock Life Ins Co | RECORDKEEPER | $224 | not reported in the loaded dataset |