Fruit Center, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Fruit Center, Inc.)

Plain-English plan 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, Fruit Center, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Fruit Center, Inc. under EIN 04-2543385 and plan number 001. The latest loaded filing year is 2023. The filing reports 159 participants and $10,106,239 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fruit Center, Inc.
EIN
04-2543385
Plan number
001
Plan type
2
Location
Milton, MA
Latest filing year
2023
Participants
159
End-of-year plan assets
$10,106,239

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023159H, C20240926132746NAL0001256960001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,106,239
Total liabilities (EOY)
$0
Net assets (EOY)
$10,106,239
Net assets (BOY)
$8,701,381

Income & contributions

Employer contributions
$400,000
Participant contributions
$301,104
Total contributions
$764,512
Total income / additions
$2,074,602

Expenses & distributions

Benefits paid
$663,805
Administrative expenses
$794
Total expenses
$669,744
Net increase / (decrease)
$1,404,858

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$794$02023
Purshe Kaplan Sterling InvADVISOR$0$02023

Related Form 5500 pages