Valley Fine Foods 401k — Form 5500 plan (Valley Fine Foods Company, 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, Valley Fine Foods 401k is a benefit plan reported by Valley Fine Foods Company, Inc. under EIN 91-1848643 and plan number 001. The latest loaded filing year is 2023. The filing reports 384 participants and $11,231,325 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Valley Fine Foods Company, Inc.
EIN
91-1848643
Plan number
001
Plan type
2
Location
Benicia, CA
Latest filing year
2023
Participants
384
End-of-year plan assets
$11,231,325

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023384H, C20240731153510NAL0014490963001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,231,325
Total liabilities (EOY)
$0
Net assets (EOY)
$11,231,325
Net assets (BOY)
$8,877,625

Income & contributions

Employer contributions
$381,100
Participant contributions
$818,984
Total contributions
$1,200,084
Total income / additions
$2,783,519

Expenses & distributions

Benefits paid
$339,483
Administrative expenses
$90,336
Total expenses
$429,819
Net increase / (decrease)
$2,353,700

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch - EpsRIA$19,530$02023
Merrill Lynch - FasRIA$19,530$02023
John Hancock Life InsuranceRECORDKEEPER$2,529not reported in the loaded dataset2023

Related Form 5500 pages