Pitman Farms, Inc. 401k Retirement Plan — Form 5500 plan (Pitman Farms, 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, Pitman Farms, Inc. 401k Retirement Plan is a benefit plan reported by Pitman Farms, Inc. under EIN 94-2227381 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,954 participants and $8,394,487 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pitman Farms, Inc.
- EIN
- 94-2227381
- Plan number
- 001
- Plan type
- 2
- Location
- Sanger, CA
- Latest filing year
- 2023
- Participants
- 1,954
- End-of-year plan assets
- $8,394,487
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,954 | H, C | 20241015155700NAL0016814723001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,394,487
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,394,487
- Net assets (BOY)
- $6,990,126
Income & contributions
- Employer contributions
- $121,644
- Participant contributions
- $705,479
- Total contributions
- $827,123
- Total income / additions
- $2,030,721
Expenses & distributions
- Benefits paid
- $583,832
- Administrative expenses
- $41,688
- Total expenses
- $626,360
- Net increase / (decrease)
- $1,404,361
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $38,313 | $0 | 2023 |
| Equitable Advisors, LLC | BROKER/ADVISER | $0 | $15,846 | 2023 |
| Cambridge Investment Research | BROKER/ADVISER | $0 | $8,263 | 2023 |
| Nexus Administrators, Inc. | CONTRACT ADMIN | $3,375 | not reported in the loaded dataset | 2023 |
| Morningstar Associates | OTHER | $1,451 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pitman Farms, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Sanger, CA
- Empower Annuity Insurance Company — Schedule C compensation
- Equitable Advisors, LLC — Schedule C compensation
- Cambridge Investment Research — Schedule C compensation
- Nexus Administrators, Inc. — Schedule C compensation
- Morningstar Associates — Schedule C compensation