Musco Family Olive Co. 401(K) And Profit Sharing Plan — Form 5500 plan (Musco Olive Products, 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, Musco Family Olive Co. 401(K) And Profit Sharing Plan is a benefit plan reported by Musco Olive Products, Inc. under EIN 94-1489230 and plan number 001. The latest loaded filing year is 2023. The filing reports 298 participants and $44,571,205 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Musco Olive Products, Inc.
- EIN
- 94-1489230
- Plan number
- 001
- Plan type
- 2
- Location
- Tracy, CA
- Latest filing year
- 2023
- Participants
- 298
- End-of-year plan assets
- $44,571,205
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 298 | H, C | 20241212174939NAL0012813601001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,571,205
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,571,205
- Net assets (BOY)
- $39,855,424
Income & contributions
- Employer contributions
- $1,597,697
- Participant contributions
- $1,577,525
- Total contributions
- $3,231,982
- Total income / additions
- $9,270,575
Expenses & distributions
- Benefits paid
- $4,414,415
- Administrative expenses
- $96,221
- Total expenses
- $4,554,794
- Net increase / (decrease)
- $4,715,781
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $48,081 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $44,002 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,130 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Musco Olive Products, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Tracy, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation