Plan5500

Auvil Fruit 401(K) Plan — Form 5500 plan (Gee Whiz Ii, LLC.)

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, Auvil Fruit 401(K) Plan is a benefit plan reported by Gee Whiz Ii, LLC. under EIN 84-2651299 and plan number 001. The latest loaded filing year is 2023. The filing reports 579 participants and $8,803,827 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gee Whiz Ii, LLC.
EIN
84-2651299
Plan number
001
Plan type
2
Location
Orondo, WA
Latest filing year
2023
Participants
579
End-of-year plan assets
$8,803,827

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023579H, C20241015110548NAL0014453299001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,803,827
Total liabilities (EOY)
$3,077
Net assets (EOY)
$8,800,750
Net assets (BOY)
$6,940,002

Income & contributions

Employer contributions
$534,166
Participant contributions
$803,305
Total contributions
$1,337,471
Total income / additions
$2,454,956

Expenses & distributions

Benefits paid
$534,170
Administrative expenses
$60,038
Total expenses
$594,208
Net increase / (decrease)
$1,860,748

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl FinancialRIA$23,359not reported in the loaded dataset2023
Benefits2 Administrators LLCTHIRD PARTY ADMIN$6,315not reported in the loaded dataset2023
John Hancock Life InsuranceRECORDKEEPER$3,825not reported in the loaded dataset2023

Related Form 5500 pages