George Chiala Farms, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (George Chiala Farms, 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, George Chiala Farms, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by George Chiala Farms, Inc. under EIN 77-0532648 and plan number 001. The latest loaded filing year is 2023. The filing reports 385 participants and $9,295,707 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- George Chiala Farms, Inc.
- EIN
- 77-0532648
- Plan number
- 001
- Plan type
- 2
- Location
- Morgan Hill, CA
- Latest filing year
- 2023
- Participants
- 385
- End-of-year plan assets
- $9,295,707
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 385 | H, C | 20240925114301NAL0008291107001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,295,707
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,295,707
- Net assets (BOY)
- $8,033,394
Income & contributions
- Employer contributions
- $319,068
- Participant contributions
- $615,551
- Total contributions
- $951,727
- Total income / additions
- $2,363,061
Expenses & distributions
- Benefits paid
- $1,068,186
- Administrative expenses
- $32,562
- Total expenses
- $1,100,748
- Net increase / (decrease)
- $1,262,313
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $16,157 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $14,988 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,418 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for George Chiala Farms, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Morgan Hill, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation