Plan5500

Tall Tree Foods, Inc. 401(K) Savings Plan — Form 5500 plan (Tall Tree Foods, 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, Tall Tree Foods, Inc. 401(K) Savings Plan is a benefit plan reported by Tall Tree Foods, Inc. under EIN 37-1729884 and plan number 001. The latest loaded filing year is 2023. The filing reports 389 participants and $18,269,941 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tall Tree Foods, Inc.
EIN
37-1729884
Plan number
001
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
Participants
389
End-of-year plan assets
$18,269,941

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023389H, C20241015111826NAL0028177841001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,269,941
Total liabilities (EOY)
$0
Net assets (EOY)
$18,269,941
Net assets (BOY)
$16,175,557

Income & contributions

Employer contributions
$292,900
Participant contributions
$872,542
Total contributions
$1,201,105
Total income / additions
$3,788,269

Expenses & distributions

Benefits paid
$1,642,966
Administrative expenses
$46,187
Total expenses
$1,689,334
Net increase / (decrease)
$2,098,935

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$33,901$02023
Rothschild InvestmentINVESTMENT ADVISORY$12,286not reported in the loaded dataset2023

Related Form 5500 pages