Southwind Foods, LLC 401(K)Plan — Form 5500 plan (Southwind Foods, LLC)

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, Southwind Foods, LLC 401(K)Plan is a benefit plan reported by Southwind Foods, LLC under EIN 95-4748473 and plan number 001. The latest loaded filing year is 2023. The filing reports 369 participants and $14,938,585 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southwind Foods, LLC
EIN
95-4748473
Plan number
001
Plan type
2
Location
Carson, CA
Latest filing year
2023
Participants
369
End-of-year plan assets
$14,938,585

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023369H, C20250825142127NAL0013934992001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,938,585
Total liabilities (EOY)
$0
Net assets (EOY)
$14,938,585
Net assets (BOY)
$12,076,936

Income & contributions

Employer contributions
$699,267
Participant contributions
$683,959
Total contributions
$1,454,655
Total income / additions
$3,582,384

Expenses & distributions

Benefits paid
$627,676
Administrative expenses
$93,059
Total expenses
$720,735
Net increase / (decrease)
$2,861,649

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward D.Jones & Co., L.P.RIA$32,368not reported in the loaded dataset2023
Wilshire Associates Inc UsaRIA$2,589not reported in the loaded dataset2023
John Hancock Life Ins CoRECORDKEEPER$224not reported in the loaded dataset2023

Related Form 5500 pages