Dundee Citrus Growers Association Savings Plan — Form 5500 plan (Dundee Citrus Growers Association)
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, Dundee Citrus Growers Association Savings Plan is a benefit plan reported by Dundee Citrus Growers Association under EIN 59-0226060 and plan number 002. The latest loaded filing year is 2023. The filing reports 115 participants and $10,275,029 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dundee Citrus Growers Association
- EIN
- 59-0226060
- Plan number
- 002
- Plan type
- 2
- Location
- Dundee, FL
- Latest filing year
- 2023
- Participants
- 115
- End-of-year plan assets
- $10,275,029
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 115 | H, C | 20250916080606NAL0002763984001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,275,029
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,275,029
- Net assets (BOY)
- $8,850,649
Income & contributions
- Employer contributions
- $277,825
- Participant contributions
- $291,391
- Total contributions
- $569,216
- Total income / additions
- $1,771,285
Expenses & distributions
- Benefits paid
- $268,617
- Administrative expenses
- $68,638
- Total expenses
- $346,905
- Net increase / (decrease)
- $1,424,380
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stadion Money Management | SERVICE PROVIDER | $39,736 | not reported in the loaded dataset | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $28,902 | $0 | 2023 |