Natural Delights 401(K) Plan — Form 5500 plan (Bard Valley Date Growers Association (Bvdga))
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, Natural Delights 401(K) Plan is a benefit plan reported by Bard Valley Date Growers Association (Bvdga) under EIN 33-0250345 and plan number 001. The latest loaded filing year is 2023. The filing reports 467 participants and $4,606,352 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bard Valley Date Growers Association (Bvdga)
- EIN
- 33-0250345
- Plan number
- 001
- Plan type
- 3
- Location
- Yuma, AZ
- Latest filing year
- 2023
- Participants
- 467
- End-of-year plan assets
- $4,606,352
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 467 | H, C | 20240722101557NAL0016080512001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,606,352
- Net assets (EOY)
- $4,606,352
- Net assets (BOY)
- $4,115,159
Income & contributions
- Employer contributions
- $278,261
- Participant contributions
- $558,547
- Total contributions
- $974,395
- Total income / additions
- $1,590,366
Expenses & distributions
- Benefits paid
- $1,061,740
- Administrative expenses
- $37,433
- Total expenses
- $1,099,173
- Net increase / (decrease)
- $491,193
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D Jones & Co Lp | RIA | $10,740 | $0 | 2023 |
| Wilshire Associates Inc (Usa) | RIA | $859 | $0 | 2023 |