Bonita Packing Co/Betteravia Farms 401(K) And Profit Sharing Plan — Form 5500 plan (Bonita Packing Co. A Corporation)
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, Bonita Packing Co/Betteravia Farms 401(K) And Profit Sharing Plan is a benefit plan reported by Bonita Packing Co. A Corporation under EIN 95-0561546 and plan number 001. The latest loaded filing year is 2023. The filing reports 384 participants and $39,505,033 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bonita Packing Co. A Corporation
- EIN
- 95-0561546
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Maria, CA
- Latest filing year
- 2023
- Participants
- 384
- End-of-year plan assets
- $39,505,033
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 384 | H, C | 20240917102953NAL0001684019001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,505,033
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,505,033
- Net assets (BOY)
- $33,925,457
Income & contributions
- Employer contributions
- $1,642,545
- Participant contributions
- $905,583
- Total contributions
- $2,707,736
- Total income / additions
- $8,989,938
Expenses & distributions
- Benefits paid
- $3,418,888
- Administrative expenses
- -$10,447
- Total expenses
- $3,410,362
- Net increase / (decrease)
- $5,579,576
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | -$12,425 | $0 | 2023 |