Payson Fruit Growers 401(K) Profit Sharing Plan — Form 5500 plan (Payson Fruit Growers Association)
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, Payson Fruit Growers 401(K) Profit Sharing Plan is a benefit plan reported by Payson Fruit Growers Association under EIN 87-0265523 and plan number 002. The latest loaded filing year is 2023. The filing reports 126 participants and $2,825,477 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Payson Fruit Growers Association
- EIN
- 87-0265523
- Plan number
- 002
- Plan type
- 2
- Location
- Payson, UT
- Latest filing year
- 2023
- Participants
- 126
- End-of-year plan assets
- $2,825,477
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 126 | H, C | 20241014095207NAL0045529552001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,825,477
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,825,477
- Net assets (BOY)
- $2,638,097
Income & contributions
- Employer contributions
- $103,146
- Participant contributions
- $146,969
- Total contributions
- $250,115
- Total income / additions
- $616,993
Expenses & distributions
- Benefits paid
- $394,339
- Administrative expenses
- $32,866
- Total expenses
- $429,613
- Net increase / (decrease)
- $187,380
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life Ins. | RECORDKEEPER | $12,476 | $0 | 2023 |
| Dwc - The 401(K) Experts | THIRD PARTY ADMIN | $4,096 | $0 | 2023 |