John B Sanfilippo & Son, Inc. 401(K) Plan — Form 5500 plan (John B. Sanfilippo & Son, Inc.)
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, John B Sanfilippo & Son, Inc. 401(K) Plan is a benefit plan reported by John B. Sanfilippo & Son, Inc. under EIN 36-2419677 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,945 participants and $106,782,273 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- John B. Sanfilippo & Son, Inc.
- EIN
- 36-2419677
- Plan number
- 002
- Plan type
- 2
- Location
- Elgin, IL
- Latest filing year
- 2023
- Participants
- 1,945
- End-of-year plan assets
- $106,782,273
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,945 | H, C | 20241009093025NAL0009074643001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $106,782,273
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $106,782,273
- Net assets (BOY)
- $77,785,606
Income & contributions
- Employer contributions
- $3,378,754
- Participant contributions
- $6,193,130
- Total contributions
- $24,926,305
- Total income / additions
- $37,666,347
Expenses & distributions
- Benefits paid
- $8,492,816
- Administrative expenses
- $108,182
- Total expenses
- $8,669,680
- Net increase / (decrease)
- $28,996,667
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $55,620 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $52,143 | $0 | 2023 |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for John B. Sanfilippo & Son, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Elgin, IL
- Global Retirement Partners LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation