Ever Fresh Fruit Company Inc. 401(K) Plan — Form 5500 plan (Ever Fresh Fruit Company)
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, Ever Fresh Fruit Company Inc. 401(K) Plan is a benefit plan reported by Ever Fresh Fruit Company under EIN 93-1048829 and plan number 001. The latest loaded filing year is 2023. The filing reports 118 participants and $6,455,382 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ever Fresh Fruit Company
- EIN
- 93-1048829
- Plan number
- 001
- Plan type
- 2
- Location
- Sandy, OR
- Latest filing year
- 2023
- Participants
- 118
- End-of-year plan assets
- $6,455,382
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 118 | H, C | 20241004144433NAL0019797296001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,455,382
- Total liabilities (EOY)
- $874
- Net assets (EOY)
- $6,454,508
- Net assets (BOY)
- $5,518,502
Income & contributions
- Employer contributions
- $212,284
- Participant contributions
- $376,525
- Total contributions
- $588,809
- Total income / additions
- $1,584,611
Expenses & distributions
- Benefits paid
- $622,696
- Administrative expenses
- $25,909
- Total expenses
- $648,605
- Net increase / (decrease)
- $936,006
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward Jones | INVESTMENT ADVISOR | $19,474 | not reported in the loaded dataset | 2023 |
| Pension Plan Specialists | CONTRACT ADMIN | $5,700 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Serv. | RECORDKEEPER | $750 | $0 | 2023 |