Bridgetown Natural Foods 401(K) Plan — Form 5500 plan (Bridgetown Natural Foods, 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, Bridgetown Natural Foods 401(K) Plan is a benefit plan reported by Bridgetown Natural Foods, LLC under EIN 26-2845975 and plan number 002. The latest loaded filing year is 2023. The filing reports 379 participants and $6,108,881 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bridgetown Natural Foods, LLC
EIN
26-2845975
Plan number
002
Plan type
2
Location
Portland, OR
Latest filing year
2023
Participants
379
End-of-year plan assets
$6,108,881

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023379H, C20240731173701NAL0014623155001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,108,881
Total liabilities (EOY)
$2,262
Net assets (EOY)
$6,106,619
Net assets (BOY)
$4,013,354

Income & contributions

Employer contributions
$412,886
Participant contributions
$944,244
Total contributions
$1,454,630
Total income / additions
$2,232,149

Expenses & distributions

Benefits paid
$103,130
Administrative expenses
$35,754
Total expenses
$138,884
Net increase / (decrease)
$2,093,265

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James FinancialFINANCIAL ADVISOR$12,506not reported in the loaded dataset2023
John Hancock Life InsuranceRECORDKEEPER$700$02023

Related Form 5500 pages