New Columbia Fruit Packers, LLC 401(K) Retirement Plan — Form 5500 plan (New Columbia Fruit Packers, 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, New Columbia Fruit Packers, LLC 401(K) Retirement Plan is a benefit plan reported by New Columbia Fruit Packers, LLC under EIN 91-0906247 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,200 participants and $7,522,044 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New Columbia Fruit Packers, LLC
- EIN
- 91-0906247
- Plan number
- 001
- Plan type
- 2
- Location
- Wenatchee, WA
- Latest filing year
- 2023
- Participants
- 1,200
- End-of-year plan assets
- $7,522,044
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,200 | H, C | 20241016113348NAL0017671587001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,522,044
- Total liabilities (EOY)
- $3,635
- Net assets (EOY)
- $7,518,409
- Net assets (BOY)
- $7,244,241
Income & contributions
- Employer contributions
- $115,785
- Participant contributions
- $631,552
- Total contributions
- $1,069,631
- Total income / additions
- $2,061,660
Expenses & distributions
- Benefits paid
- $1,701,500
- Administrative expenses
- $45,519
- Total expenses
- $1,787,492
- Net increase / (decrease)
- $274,168
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Ins Co | RECORDKEEPER | $20,880 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY - PL | $16,717 | not reported in the loaded dataset | 2023 |
| Benefits2 Administrators LLC | THIRD PARTY ADMINISTRATO | $3,800 | $0 | 2023 |
| Ameriben/Iec Group | THIRD PARTY ADMIN | $2,517 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for New Columbia Fruit Packers, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Wenatchee, WA
- Transamerica Life Ins Co — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Benefits2 Administrators LLC — Schedule C compensation
- Ameriben/Iec Group — Schedule C compensation