Ghirardelli Chocolate Company 401(K) Retirement & Savings Plan — Form 5500 plan (Ghirardelli Chocolate Company)
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, Ghirardelli Chocolate Company 401(K) Retirement & Savings Plan is a benefit plan reported by Ghirardelli Chocolate Company under EIN 95-3451829 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,107 participants and $96,267,309 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ghirardelli Chocolate Company
- EIN
- 95-3451829
- Plan number
- 001
- Plan type
- 2
- Location
- San Leandro, CA
- Latest filing year
- 2023
- Participants
- 1,107
- End-of-year plan assets
- $96,267,309
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,107 | H, C | 20241002123935NAL0004793651001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $96,267,309
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $96,267,309
- Net assets (BOY)
- $78,539,623
Income & contributions
- Employer contributions
- $4,317,250
- Participant contributions
- $5,516,998
- Total contributions
- $10,900,410
- Total income / additions
- $25,367,824
Expenses & distributions
- Benefits paid
- $7,477,169
- Administrative expenses
- $155,098
- Total expenses
- $7,640,138
- Net increase / (decrease)
- $17,727,686
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $114,113 | $0 | 2023 |
| Mercer | INVESTMENT ADVISORY | $29,177 | not reported in the loaded dataset | 2023 |
| Dynamic Wealth Advisors | INV ADV, PARTICIPANTS | $11,538 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ghirardelli Chocolate Company
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Leandro, CA
- Principal Life Insurance Company — Schedule C compensation
- Mercer — Schedule C compensation
- Dynamic Wealth Advisors — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation