F. Gavina & Sons, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (F. Gavina & Sons, 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, F. Gavina & Sons, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by F. Gavina & Sons, Inc. under EIN 95-2922751 and plan number 002. The latest loaded filing year is 2023. The filing reports 325 participants and $36,903,815 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
F. Gavina & Sons, Inc.
EIN
95-2922751
Plan number
002
Plan type
2
Location
Vernon, CA
Latest filing year
2023
Participants
325
End-of-year plan assets
$36,903,815

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023325H, C20241014095902NAL0014733123003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,903,815
Total liabilities (EOY)
$0
Net assets (EOY)
$36,903,815
Net assets (BOY)
$32,031,684

Income & contributions

Employer contributions
$1,456,760
Participant contributions
$875,253
Total contributions
$2,336,922
Total income / additions
$6,944,933

Expenses & distributions

Benefits paid
$1,936,192
Administrative expenses
$136,610
Total expenses
$2,072,802
Net increase / (decrease)
$4,872,131

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan StanleyADVISORY$29,260$02023
Snowden Account Service, Inc.BROKER$0$29,0252023
Empower Annuity Insurance CompanyRECORDKEEPER$451$02023

Related Form 5500 pages