La Terra Fina Usa 401(K) Plan — Form 5500 plan (La Terra Fina Usa, 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, La Terra Fina Usa 401(K) Plan is a benefit plan reported by La Terra Fina Usa, LLC under EIN 20-2814980 and plan number 001. The latest loaded filing year is 2023. The filing reports 303 participants and $11,744,299 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
La Terra Fina Usa, LLC
EIN
20-2814980
Plan number
001
Plan type
2
Location
Union City, CA
Latest filing year
2023
Participants
303
End-of-year plan assets
$11,744,299

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023303H, C20241015140227NAL0028688705001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,744,299
Total liabilities (EOY)
$0
Net assets (EOY)
$11,744,299
Net assets (BOY)
$10,008,682

Income & contributions

Employer contributions
$814,160
Participant contributions
$1,541,282
Total contributions
$2,659,084
Total income / additions
$4,265,674

Expenses & distributions

Benefits paid
$2,423,736
Administrative expenses
$72,629
Total expenses
$2,530,057
Net increase / (decrease)
$1,735,617

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$46,499$02023
Onedigital Investment AdvisorsINVESTMENT ADVISORY$26,129$62023

Related Form 5500 pages