West Pak Avocado, Inc. Profit Sharing Plan — Form 5500 plan (West Pak Avocado, 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, West Pak Avocado, Inc. Profit Sharing Plan is a benefit plan reported by West Pak Avocado, Inc. under EIN 95-3777360 and plan number 002. The latest loaded filing year is 2023. The filing reports 402 participants and $12,653,187 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$12.5MPlan net assets, end of year$12,485,146
Participants402Covered participants reported
Assets / participant$31.5KComputed: assets ÷ participants$31,476 (computed)
Provider compensationNone reported
Plan sponsor
West Pak Avocado, Inc.
EIN
95-3777360
Plan number
002
Plan type
2
Location
Murrieta, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023402H20260427143012NAL0019442882001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$12.7M total assets
Net assets$12.5MLiabilities$168K
Money in vs. money out
Total income / additions$3.1M
Total expenses$1.3M
Benefits paid / distributions$1.2M
Contributions
Employer$707.2K
Participant$518.2K
Full reported line items

Net assets

Total assets (EOY)
$12,653,187
Total liabilities (EOY)
$168,041
Net assets (EOY)
$12,485,146
Net assets (BOY)
$10,685,008

Income & contributions

Employer contributions
$707,170
Participant contributions
$518,216
Total contributions
$1,234,504
Total income / additions
$3,105,743

Expenses & distributions

Benefits paid
$1,175,178
Administrative expenses
$125,996
Total expenses
$1,305,605
Net increase / (decrease)
$1,800,138
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 58%Participant 42%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income38%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages