Plan5500

P.D.I. Foods, LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (P.D.I. Foods, LLC)

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, P.D.I. Foods, LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by P.D.I. Foods, LLC under EIN 41-1903753 and plan number 001. The latest loaded filing year is 2023. The filing reports 155 participants and $2,097,335 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
P.D.I. Foods, LLC
EIN
41-1903753
Plan number
001
Plan type
2
Location
North Branch, MN
Latest filing year
2023
Participants
155
End-of-year plan assets
$2,097,335

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023155H, C20240216133914NAL0002283362001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,097,335
Total liabilities (EOY)
$0
Net assets (EOY)
$2,097,335
Net assets (BOY)
$1,643,838

Income & contributions

Employer contributions
$88,468
Participant contributions
$141,560
Total contributions
$230,028
Total income / additions
$520,950

Expenses & distributions

Benefits paid
$41,559
Administrative expenses
$25,894
Total expenses
$67,453
Net increase / (decrease)
$453,497

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancodk UsaRECORDKEEPER$0$1,5172023
John Hancock UsaRECORDKEEPER$218not reported in the loaded dataset2023
Goldleaf PartnersSERVICE PROVIDER$0not reported in the loaded dataset2023

Related Form 5500 pages