Missouri Walnut, LLC 401(K) Plan — Form 5500 plan (Missouri Walnut, LLC)

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, Missouri Walnut, LLC 401(K) Plan is a benefit plan reported by Missouri Walnut, LLC under EIN 20-0080422 and plan number 001. The latest loaded filing year is 2023. The filing reports 150 participants and $5,376,481 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Missouri Walnut, LLC
EIN
20-0080422
Plan number
001
Plan type
2
Location
Neosho, MO
Latest filing year
2023
Participants
150
End-of-year plan assets
$5,376,481

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023150H, C20250610095209NAL0011523283001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,376,481
Total liabilities (EOY)
$0
Net assets (EOY)
$5,376,481
Net assets (BOY)
$3,901,197

Income & contributions

Employer contributions
$237,534
Participant contributions
$482,740
Total contributions
$1,740,389
Total income / additions
$2,532,673

Expenses & distributions

Benefits paid
$1,020,109
Administrative expenses
$37,280
Total expenses
$1,057,389
Net increase / (decrease)
$1,475,284

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$18,842$02023
Arvest Wealth ManagementINVESTMENT ADVISORY$18,438$32023

Related Form 5500 pages