Fresh Express Plant Workers Savings And Investment — Form 5500 plan (Fresh Express, Incorporated)

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, Fresh Express Plant Workers Savings And Investment is a benefit plan reported by Fresh Express, Incorporated under EIN 94-2591533 and plan number 001. The latest loaded filing year is 2023. The filing reports 702 participants and $5,650,244 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fresh Express, Incorporated
EIN
94-2591533
Plan number
001
Plan type
2
Location
Windermere, FL
Latest filing year
2023
Participants
702
End-of-year plan assets
$5,650,244

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023702H, C20241015075537NAL0015959523001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,650,244
Total liabilities (EOY)
$0
Net assets (EOY)
$5,650,244
Net assets (BOY)
$4,514,966

Income & contributions

Employer contributions
$222,579
Participant contributions
$554,290
Total contributions
$776,869
Total income / additions
$1,436,724

Expenses & distributions

Benefits paid
$289,282
Administrative expenses
$12,164
Total expenses
$301,446
Net increase / (decrease)
$1,135,278

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ONONE$4,685$02023

Related Form 5500 pages