Tomatoes Extraordinaire, Inc. 401(K) Plan — Form 5500 plan (Tomatoes Extraordinaire, Inc. Dba Specialty Produce)
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, Tomatoes Extraordinaire, Inc. 401(K) Plan is a benefit plan reported by Tomatoes Extraordinaire, Inc. Dba Specialty Produce under EIN 33-0521545 and plan number 001. The latest loaded filing year is 2023. The filing reports 216 participants and $4,951,494 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tomatoes Extraordinaire, Inc. Dba Specialty Produce
- EIN
- 33-0521545
- Plan number
- 001
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 216
- End-of-year plan assets
- $4,951,494
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 216 | H, C | 20241014173022NAL0015364803001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,951,494
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,951,494
- Net assets (BOY)
- $3,624,626
Income & contributions
- Employer contributions
- $226,243
- Participant contributions
- $634,077
- Total contributions
- $861,499
- Total income / additions
- $1,543,693
Expenses & distributions
- Benefits paid
- $172,388
- Administrative expenses
- $43,327
- Total expenses
- $216,825
- Net increase / (decrease)
- $1,326,868
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $31,639 | $0 | 2023 |
| Cavu Wealth Management Inc | INVESTMENT ADVISOR | $9,603 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,639 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tomatoes Extraordinaire, Inc. Dba Specialty Produce
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Cavu Wealth Management Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation