Lidestri Foods, Inc. 401(K) Plan — Form 5500 plan (Lidestri Foods, 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, Lidestri Foods, Inc. 401(K) Plan is a benefit plan reported by Lidestri Foods, Inc. under EIN 16-1029729 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,610 participants and $64,734,846 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lidestri Foods, Inc.
EIN
16-1029729
Plan number
001
Plan type
2
Location
Fairport, NY
Latest filing year
2023
Participants
1,610
End-of-year plan assets
$64,734,846

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,610H, C20241014182118NAL0054773890001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$64,734,846
Total liabilities (EOY)
$0
Net assets (EOY)
$64,734,846
Net assets (BOY)
$61,851,091

Income & contributions

Employer contributions
$1,317,150
Participant contributions
$3,966,077
Total contributions
$5,371,214
Total income / additions
$15,173,248

Expenses & distributions

Benefits paid
$12,082,251
Administrative expenses
$151,225
Total expenses
$12,289,493
Net increase / (decrease)
$2,883,755

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$100,214$02023
Gallagher Fiduciary Advisors, LLCCONSULTANT$40,000not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$11,011not reported in the loaded dataset2023

Related Form 5500 pages