Bolthouse Farms, Inc. 401(K) Retirement Plan — Form 5500 plan (Wm. Bolthouse Farms, 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, Bolthouse Farms, Inc. 401(K) Retirement Plan is a benefit plan reported by Wm. Bolthouse Farms, Inc. under EIN 38-1909570 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,879 participants and $77,678,334 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wm. Bolthouse Farms, Inc.
- EIN
- 38-1909570
- Plan number
- 002
- Plan type
- 2
- Location
- Bakersfield, CA
- Latest filing year
- 2023
- Participants
- 2,879
- End-of-year plan assets
- $77,678,334
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,879 | H, C | 20241015184612NAL0049406640001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $77,678,334
- Total liabilities (EOY)
- $102,465
- Net assets (EOY)
- $77,575,869
- Net assets (BOY)
- $60,852,573
Income & contributions
- Employer contributions
- $3,565,723
- Participant contributions
- $6,625,560
- Total contributions
- $11,012,193
- Total income / additions
- $21,663,141
Expenses & distributions
- Benefits paid
- $4,493,867
- Administrative expenses
- $261,934
- Total expenses
- $4,939,845
- Net increase / (decrease)
- $16,723,296
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $151,151 | $0 | 2023 |
| Capfinancial Partners LLC Dba Captr | INVESTMENT ADVISOR | $58,489 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wm. Bolthouse Farms, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Bakersfield, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Capfinancial Partners LLC Dba Captr — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation