Mastronardi Produce - Usa 401(K) Plan — Form 5500 plan (Mastronardi Produce - Usa 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, Mastronardi Produce - Usa 401(K) Plan is a benefit plan reported by Mastronardi Produce - Usa Inc. under EIN 20-3902640 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,791 participants and $13,810,645 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$13.7MPlan net assets, end of year$13,726,241
Participants1.8KCovered participants reported1,791
Assets / participant$7.7KComputed: assets ÷ participants$7,711 (computed)
Provider compensation$73.8K2 Schedule C provider row(s)$73,750
Plan sponsor
Mastronardi Produce - Usa Inc.
EIN
20-3902640
Plan number
001
Plan type
2
Location
Livonia, MI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,791H, C20241010085612NAL0011315155001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$13.8M total assets
Net assets$13.7MLiabilities$84.4K
Money in vs. money out
Total income / additions$5.5M
Total expenses$1.4M
Benefits paid / distributions$1.2M
Contributions
Employer$445.2K
Participant$1.8M
Full reported line items

Net assets

Total assets (EOY)
$13,810,645
Total liabilities (EOY)
$84,404
Net assets (EOY)
$13,726,241
Net assets (BOY)
$9,579,243

Income & contributions

Employer contributions
$445,237
Participant contributions
$1,827,842
Total contributions
$3,568,492
Total income / additions
$5,547,178

Expenses & distributions

Benefits paid
$1,234,648
Administrative expenses
$76,584
Total expenses
$1,400,180
Net increase / (decrease)
$4,146,998
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 20%Participant 80%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income22%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$48,044$02023
Venture Visionary Partners LLCADVISOR$25,706not reported in the loaded dataset2023

Related Form 5500 pages