Wyckoff Enterprises 401(K) Profit Sharing Plan — Form 5500 plan (Wyckoff 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, Wyckoff Enterprises 401(K) Profit Sharing Plan is a benefit plan reported by Wyckoff Farms, Inc. under EIN 91-0816155 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,485 participants and $18,847,559 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$18.8MPlan net assets, end of year$18,847,559
Participants1.5KCovered participants reported1,485
Assets / participant$12.7KComputed: assets ÷ participants$12,692 (computed)
Provider compensation$59.7K3 Schedule C provider row(s)$59,741
Plan sponsor
Wyckoff Farms, Inc.
EIN
91-0816155
Plan number
001
Plan type
2
Location
Grandview, WA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,485H, C20241014120806NAL0013251763001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$18.8M total assets
Net assets$18.8MLiabilities$0
Money in vs. money out
Total income / additions$4.4M
Total expenses$1.5M
Benefits paid / distributions$1.4M
Contributions
Employer$648.1K
Participant$1.1M
Full reported line items

Net assets

Total assets (EOY)
$18,847,559
Total liabilities (EOY)
$0
Net assets (EOY)
$18,847,559
Net assets (BOY)
$15,915,546

Income & contributions

Employer contributions
$648,080
Participant contributions
$1,132,315
Total contributions
$1,780,395
Total income / additions
$4,428,082

Expenses & distributions

Benefits paid
$1,431,790
Administrative expenses
$64,279
Total expenses
$1,496,069
Net increase / (decrease)
$2,932,013
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 36%Participant 64%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income32%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$27,474$02023
Cetera Advisor Networks LLCADVISOR$23,609not reported in the loaded dataset2023
Cetera Investment Advisors LLCADVISOR$8,658not reported in the loaded dataset2023

Related Form 5500 pages