Chelan Fresh Marketing/Bhpo Lp 401(K) Plan — Form 5500 plan (Brewster Heights Packing & Orchards, Lp)

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, Chelan Fresh Marketing/Bhpo Lp 401(K) Plan is a benefit plan reported by Brewster Heights Packing & Orchards, Lp under EIN 76-0707748 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,216 participants and $25,602,346 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Brewster Heights Packing & Orchards, Lp
EIN
76-0707748
Plan number
001
Plan type
3
Location
Brewster, WA
Latest filing year
2023
Participants
1,216
End-of-year plan assets
$25,602,346

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,216H, C20240918150557NAL0002677763001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,602,346
Total liabilities (EOY)
$8,014
Net assets (EOY)
$25,594,332
Net assets (BOY)
$22,079,786

Income & contributions

Employer contributions
$816,963
Participant contributions
$1,621,293
Total contributions
$2,438,256
Total income / additions
$6,053,854

Expenses & distributions

Benefits paid
$2,446,677
Administrative expenses
$92,631
Total expenses
$2,539,308
Net increase / (decrease)
$3,514,546

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl Financial LLCRIA$53,121not reported in the loaded dataset2023
Benefits2 Administrators LLCTHIRD PARTY ADMINISTRATO$3,150not reported in the loaded dataset2023
John HancockRECORDKEEPER$0$02023

Related Form 5500 pages