Naturipe Berry Growers 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Naturipe Berry Growers)
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, Naturipe Berry Growers 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Naturipe Berry Growers under EIN 20-5701910 and plan number 002. The latest loaded filing year is 2023. The filing reports 141 participants and $10,368,433 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Naturipe Berry Growers
- EIN
- 20-5701910
- Plan number
- 002
- Plan type
- 2
- Location
- Salinas, CA
- Latest filing year
- 2023
- Participants
- 141
- End-of-year plan assets
- $10,368,433
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 141 | H, C | 20240913081038NAL0015807248001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,368,433
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,368,433
- Net assets (BOY)
- $9,213,649
Income & contributions
- Employer contributions
- $196,069
- Participant contributions
- $479,843
- Total contributions
- $696,755
- Total income / additions
- $1,909,451
Expenses & distributions
- Benefits paid
- $692,784
- Administrative expenses
- $61,883
- Total expenses
- $754,667
- Net increase / (decrease)
- $1,154,784
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner | INVESTMENT ADVISORY PLAN | $28,653 | not reported in the loaded dataset | 2023 |
| 401k Generation | CONTRACT ADMINISTRATOR | $19,084 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $13,747 | not reported in the loaded dataset | 2023 |