Van Drunen Farms 401(K) Retirement And Savings Plan & Trust — Form 5500 plan (Rj Van Drunen & Sons, 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, Van Drunen Farms 401(K) Retirement And Savings Plan & Trust is a benefit plan reported by Rj Van Drunen & Sons, Inc. under EIN 36-2902868 and plan number 001. The latest loaded filing year is 2023. The filing reports 888 participants and $67,799,461 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$67.8MPlan net assets, end of year$67,799,461
Participants888Covered participants reported
Assets / participant$76.4KComputed: assets ÷ participants$76,351 (computed)
Provider compensation$116.7K3 Schedule C provider row(s)$116,743
Plan sponsor
Rj Van Drunen & Sons, Inc.
EIN
36-2902868
Plan number
001
Plan type
2
Location
Momence, IL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023888H, C20240726142731NAL0010305299001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$67.8M total assets
Net assets$67.8MLiabilities$0
Money in vs. money out
Total income / additions$17M
Total expenses$3.6M
Benefits paid / distributions$3.5M
Contributions
Employer$2.1M
Participant$4.1M
Full reported line items

Net assets

Total assets (EOY)
$67,799,461
Total liabilities (EOY)
$0
Net assets (EOY)
$67,799,461
Net assets (BOY)
$54,398,697

Income & contributions

Employer contributions
$2,107,818
Participant contributions
$4,050,823
Total contributions
$6,792,748
Total income / additions
$17,000,321

Expenses & distributions

Benefits paid
$3,482,814
Administrative expenses
$116,743
Total expenses
$3,599,557
Net increase / (decrease)
$13,400,764
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 34%Participant 66%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income20%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$75,243$02023
Fiducient AdvisorsINVESTMENT ADVISOR$22,500not reported in the loaded dataset2023
Plante & Moran, PllcACCOUNTANT/AUDITOR$19,000not reported in the loaded dataset2023

Related Form 5500 pages