Coastal Pacific Food Distributors 401(K) Profit Sharing Plan — Form 5500 plan (Coastal Pacific Food Distributors, 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, Coastal Pacific Food Distributors 401(K) Profit Sharing Plan is a benefit plan reported by Coastal Pacific Food Distributors, Inc. under EIN 62-1283873 and plan number 002. The latest loaded filing year is 2023. The filing reports 749 participants and $35,283,236 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Coastal Pacific Food Distributors, Inc.
EIN
62-1283873
Plan number
002
Plan type
2
Location
Stockton, CA
Latest filing year
2023
Participants
749
End-of-year plan assets
$35,283,236

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023749H, C20241014115341NAL0026082833001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$35,283,236
Total liabilities (EOY)
$0
Net assets (EOY)
$35,283,236
Net assets (BOY)
$30,515,879

Income & contributions

Employer contributions
$624,512
Participant contributions
$1,720,169
Total contributions
$2,395,155
Total income / additions
$7,703,068

Expenses & distributions

Benefits paid
$2,841,037
Administrative expenses
$73,075
Total expenses
$2,935,711
Net increase / (decrease)
$4,767,357

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$48,482$02023
Onedigital Investment Advisors LLCINVESTMENT ADVISOR$24,593not reported in the loaded dataset2023

Related Form 5500 pages