Matson Fruit Company Profit Sharing Plan — Form 5500 plan (Matson Fruit Company)
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, Matson Fruit Company Profit Sharing Plan is a benefit plan reported by Matson Fruit Company under EIN 91-0310180 and plan number 004. The latest loaded filing year is 2023. The filing reports 176 participants and $8,547,595 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Matson Fruit Company
- EIN
- 91-0310180
- Plan number
- 004
- Plan type
- 2
- Location
- Selah, WA
- Latest filing year
- 2023
- Participants
- 176
- End-of-year plan assets
- $8,547,595
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 176 | H, C | 20250410123431NAL0011750883001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,547,595
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,547,595
- Net assets (BOY)
- $7,392,272
Income & contributions
- Employer contributions
- $39,985
- Participant contributions
- $388,685
- Total contributions
- $428,670
- Total income / additions
- $1,469,581
Expenses & distributions
- Benefits paid
- $231,637
- Administrative expenses
- $60,538
- Total expenses
- $314,258
- Net increase / (decrease)
- $1,155,323
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $60,538 | $0 | 2023 |
| Edward Jones | INVESTMENT ADVISORY | $0 | $18,077 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |