2023 Form 5500 filing — Dundee Citrus Growers Association Savings 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 20250916080606NAL0002763984001) for Dundee Citrus Growers Association Savings Plan, reported by Dundee Citrus Growers Association under EIN 59-0226060 and plan number 002. It reports 115 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250916080606NAL0002763984001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dundee Citrus Growers Association
- EIN
- 59-0226060
- Plan number
- 002
- Location
- Dundee, FL
- Participants
- 115
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,275,029
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,275,029
- Employer contributions
- $277,825
- Participant contributions
- $291,391
- Total income / additions
- $1,771,285
- Benefits paid
- $268,617
- Administrative expenses
- $68,638
- Total expenses
- $346,905
- Net increase / (decrease)
- $1,424,380
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stadion Money Management | SERVICE PROVIDER | $39,736 | not reported in the loaded dataset |
| Lincoln National Corporation | SERVICE PROVIDER | $28,902 | $0 |