Henry Avocado Corporation — Form 5500 plan (Henry Avocado 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, Henry Avocado Corporation is a benefit plan reported by Henry Avocado Corporation under EIN 95-3434793 and plan number 001. The latest loaded filing year is 2023. The filing reports 146 participants and $21,043,690 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Henry Avocado Corporation
- EIN
- 95-3434793
- Plan number
- 001
- Plan type
- 2
- Location
- Escondido, CA
- Latest filing year
- 2023
- Participants
- 146
- End-of-year plan assets
- $21,043,690
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 146 | H, C | 20240909122101NAL0005450017001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,043,690
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,043,690
- Net assets (BOY)
- $17,028,816
Income & contributions
- Employer contributions
- $342,146
- Participant contributions
- $658,813
- Total contributions
- $1,000,959
- Total income / additions
- $4,760,131
Expenses & distributions
- Benefits paid
- $745,257
- Administrative expenses
- $0
- Total expenses
- $745,257
- Net increase / (decrease)
- $4,014,874
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $0 | $0 | 2023 |