Sweet Harvest Foods 401(K) Profit Sharing Plan — Form 5500 plan (Natural American Foods Dba Sweet Harvest Foods)

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, Sweet Harvest Foods 401(K) Profit Sharing Plan is a benefit plan reported by Natural American Foods Dba Sweet Harvest Foods under EIN 46-4349430 and plan number 001. The latest loaded filing year is 2023. The filing reports 157 participants and $9,222,268 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$9.2MPlan net assets, end of year$9,222,268
Participants157Covered participants reported
Assets / participant$58.7KComputed: assets ÷ participants$58,741 (computed)
Provider compensation$27.2K5 Schedule C provider row(s)$27,222
Plan sponsor
Natural American Foods Dba Sweet Harvest Foods
EIN
46-4349430
Plan number
001
Plan type
2
Location
Cannon Falls, MN
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023157H, C20241013180341NAL0012550083001
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)$9.2M total assets
Net assets$9.2MLiabilities$0
Money in vs. money out
Total income / additions$2.7M
Total expenses$1M
Benefits paid / distributions$970.1K
Contributions
Employer$472.2K
Participant$1M
Full reported line items

Net assets

Total assets (EOY)
$9,222,268
Total liabilities (EOY)
$0
Net assets (EOY)
$9,222,268
Net assets (BOY)
$4,625,056

Income & contributions

Employer contributions
$472,182
Participant contributions
$1,010,385
Total contributions
$1,595,424
Total income / additions
$2,749,694

Expenses & distributions

Benefits paid
$970,126
Administrative expenses
$48,510
Total expenses
$1,018,636
Net increase / (decrease)
$1,731,058
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 32%Participant 68%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income35%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kestra Advisory Services LLCINVESTMENT ADVISOR$12,359not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$8,984$02023
Towers Watson Investment Services IINVESTMENT ADVISOR$5,162not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$717not reported in the loaded dataset2023
Principal Life Insurance CoCONTRACT ADMIN$0$02023

Related Form 5500 pages