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, Zirkle Fruit Company 401(K) Profit Sharing Plan is a benefit plan reported by Zirkle Fruit Company under EIN 91-0979506 and plan number 401. The latest loaded filing year is 2023. The filing reports 2,247 participants and $72,242,355 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $72,242,355
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,242,355
- Net assets (BOY)
- $63,057,719
Income & contributions
- Employer contributions
- $1,891,612
- Participant contributions
- $3,196,354
- Total contributions
- $5,202,732
- Total income / additions
- $15,139,286
Expenses & distributions
- Benefits paid
- $5,741,581
- Administrative expenses
- $213,069
- Total expenses
- $5,954,650
- Net increase / (decrease)
- $9,184,636