Valley Fresh Foods, Inc. Welfare Benefits Plan — Form 5500 plan (Valley 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, Valley Fresh Foods, Inc. Welfare Benefits Plan is a benefit plan reported by Valley Fresh Foods, Inc. under EIN 94-1712414 and plan number 501. The latest loaded filing year is 2023. The filing reports 189 participants and $36,408 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)-$134.9KPlan net assets, end of year-$134,893
Participants189Covered participants reported
Assets / participant$193Computed: assets ÷ participants$193 (computed)
Provider compensation$54.5K1 Schedule C provider row(s)$54,466
Plan sponsor
Valley Fresh Foods, Inc.
EIN
94-1712414
Plan number
501
Plan type
2
Location
Turlock, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023189H, C20250226171646NAL0001207857001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$36.4K total assets
Net assets-$134.9KLiabilities$171.3K
Money in vs. money out
Total income / additions$2M
Total expenses$2M
Benefits paid / distributions$1.9M
Contributions
Employer$646.7K
Participant$195K
Full reported line items

Net assets

Total assets (EOY)
$36,408
Total liabilities (EOY)
$171,301
Net assets (EOY)
-$134,893
Net assets (BOY)
-$158,792

Income & contributions

Employer contributions
$646,703
Participant contributions
$195,022
Total contributions
$2,008,874
Total income / additions
$2,008,874

Expenses & distributions

Benefits paid
$1,930,390
Administrative expenses
$54,585
Total expenses
$1,984,975
Net increase / (decrease)
$23,899

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Combined Benefits AdministratorsIND. SERVICE PROVIDER$54,466not reported in the loaded dataset2023

Related Form 5500 pages