Wawona Frozen Foods 401(K) Plan — Form 5500 plan (Wawona Frozen Foods)
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, Wawona Frozen Foods 401(K) Plan is a benefit plan reported by Wawona Frozen Foods under EIN 94-1566708 and plan number 002. The latest loaded filing year is 2023. The filing reports 370 participants and $6,757,231 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wawona Frozen Foods
- EIN
- 94-1566708
- Plan number
- 002
- Plan type
- 2
- Location
- Clovis, CA
- Latest filing year
- 2023
- Participants
- 370
- End-of-year plan assets
- $6,757,231
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 370 | H, C | 20241014120122NAL0044413360001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,757,231
- Total liabilities (EOY)
- $2,899
- Net assets (EOY)
- $6,754,332
- Net assets (BOY)
- $5,603,497
Income & contributions
- Employer contributions
- $218,572
- Participant contributions
- $438,559
- Total contributions
- $660,658
- Total income / additions
- $1,546,628
Expenses & distributions
- Benefits paid
- $358,328
- Administrative expenses
- $37,465
- Total expenses
- $395,793
- Net increase / (decrease)
- $1,150,835
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pensionmark Financial Group | RIA | $20,091 | not reported in the loaded dataset | 2023 |
| John Hancock | RECORDKEEPER | $17,795 | not reported in the loaded dataset | 2023 |