Taylor Fresh Foods, Inc. 401(K) Plan — Form 5500 plan (Taylor Fresh Foods, 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, Taylor Fresh Foods, Inc. 401(K) Plan is a benefit plan reported by Taylor Fresh Foods, Inc. under EIN 93-1214572 and plan number 001. The latest loaded filing year is 2023. The filing reports 12,953 participants and $281,101,742 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Taylor Fresh Foods, Inc.
- EIN
- 93-1214572
- Plan number
- 001
- Plan type
- 2
- Location
- Salinas, CA
- Latest filing year
- 2023
- Participants
- 12,953
- End-of-year plan assets
- $281,101,742
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12,953 | H, C | 20241009092130NAL0010471619001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $281,101,742
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $281,101,742
- Net assets (BOY)
- $233,011,686
Income & contributions
- Employer contributions
- $11,904,600
- Participant contributions
- $19,973,792
- Total contributions
- $36,264,711
- Total income / additions
- $70,962,078
Expenses & distributions
- Benefits paid
- $22,140,732
- Administrative expenses
- $729,634
- Total expenses
- $22,872,022
- Net increase / (decrease)
- $48,090,056
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $707,063 | $0 | 2023 |
| Buckingham Strategic Wealth, LLC | INVESTMENT ADVISORY | $17,465 | $35 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Taylor Fresh Foods, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Salinas, CA
- Principal Life Insurance Company — Schedule C compensation
- Buckingham Strategic Wealth, LLC — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation