Plan5500

Monson Fruit Co., Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Monson Fruit Co., 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, Monson Fruit Co., Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Monson Fruit Co., Inc. under EIN 91-1496092 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,062 participants and $6,093,419 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Monson Fruit Co., Inc.
EIN
91-1496092
Plan number
001
Plan type
2
Location
Selah, WA
Latest filing year
2023
Participants
1,062
End-of-year plan assets
$6,093,419

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,062H, C20241015190107NAL0049456368001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,093,419
Total liabilities (EOY)
$23,725
Net assets (EOY)
$6,069,694
Net assets (BOY)
$4,982,924

Income & contributions

Employer contributions
$285,290
Participant contributions
$537,218
Total contributions
$842,703
Total income / additions
$1,702,707

Expenses & distributions

Benefits paid
$552,027
Administrative expenses
$45,893
Total expenses
$615,937
Net increase / (decrease)
$1,086,770

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
OppenheimerADVISOR FEES$26,919not reported in the loaded dataset2023
Hunnex & ShoemakerTPA$3,360not reported in the loaded dataset2023

Related Form 5500 pages