Pauls Fruit Market 401(K) Plan — Form 5500 plan (Paul'S Fruit Market)
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, Pauls Fruit Market 401(K) Plan is a benefit plan reported by Paul'S Fruit Market under EIN 61-0875170 and plan number 001. The latest loaded filing year is 2023. The filing reports 183 participants and $5,925,482 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.9MPlan net assets, end of year$5,925,482
Participants183Covered participants reported
Assets / participant$32.4KComputed: assets ÷ participants$32,380 (computed)
Provider compensation$25.1K2 Schedule C provider row(s)$25,121
- Plan sponsor
- Paul'S Fruit Market
- EIN
- 61-0875170
- Plan number
- 001
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 183 | H, C | 20241014072148NAL0026754273001 |
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)$5.9M total assets
Net assets$5.9MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $5,925,482
- Net assets (EOY)
- $5,925,482
- Net assets (BOY)
- $5,912,808
Income & contributions
- Employer contributions
- $102,876
- Participant contributions
- $378,758
- Total contributions
- $493,460
- Total income / additions
- $1,359,885
Expenses & distributions
- Benefits paid
- $1,312,072
- Administrative expenses
- $24,258
- Total expenses
- $1,347,211
- Net increase / (decrease)
- $12,674
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.
21%79%
Employer 21%Participant 79%
Total expenses ÷ net assets23%Computed ratio
Benefits paid ÷ total income96%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Retirement Management Services | TPA | $10,237 | $2,898 | 2023 |
| Mather And Company Cpas LLC | AUDITOR | $11,986 | not reported in the loaded dataset | 2023 |