Stemilt Growers, LLC 401(K) Savings Plan & Trust — Form 5500 plan (Stemilt Growers, 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, Stemilt Growers, LLC 401(K) Savings Plan & Trust is a benefit plan reported by Stemilt Growers, LLC under EIN 27-2088978 and plan number 333. The latest loaded filing year is 2023. The filing reports 2,756 participants and $57,743,179 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stemilt Growers, LLC
EIN
27-2088978
Plan number
333
Plan type
2
Location
Wenatchee, WA
Latest filing year
2023
Participants
2,756
End-of-year plan assets
$57,743,179

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,756H, C20241004154153NAL0006817731001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$57,743,179
Total liabilities (EOY)
$70
Net assets (EOY)
$57,743,109
Net assets (BOY)
$50,605,185

Income & contributions

Employer contributions
$1,395,157
Participant contributions
$2,815,487
Total contributions
$4,277,241
Total income / additions
$11,780,776

Expenses & distributions

Benefits paid
$4,410,440
Administrative expenses
$232,412
Total expenses
$4,642,852
Net increase / (decrease)
$7,137,924

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl Financial LLC - RpcpINVESTMENT ADVISOR$60,000not reported in the loaded dataset2023
Benefits 2 AdministratorsTHIRD PARTY ADMINISTRATO$23,798$10,6752023
John Hancock Life Insurance Co UsaRECORDKEEPER$628not reported in the loaded dataset2023

Related Form 5500 pages