Who sponsors the Valley Isle Produce, Inc. 401(K) Plan?

Valley Isle Produce, Inc. 401(K) Plan is reported as sponsored by Valley Isle Produce, Inc. (EIN 99-0112838, plan number 003) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Valley Isle Produce, Inc. 401(K) Plan?

The latest Form 5500 filing year loaded for Valley Isle Produce, Inc. 401(K) Plan is 2023.

How many participants does Valley Isle Produce, Inc. 401(K) Plan report?

Valley Isle Produce, Inc. 401(K) Plan reports 158 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Valley Isle Produce, Inc. 401(K) Plan?

Valley Isle Produce, Inc. 401(K) Plan reports $19,463,403 in end-of-year plan assets in its latest loaded Form 5500 filing.

Valley Isle Produce, Inc. 401(K) Plan — Form 5500 plan (Valley Isle Produce, 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, Valley Isle Produce, Inc. 401(K) Plan is a benefit plan reported by Valley Isle Produce, Inc. under EIN 99-0112838 and plan number 003. The latest loaded filing year is 2023. The filing reports 158 participants and $19,463,403 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$19.5MPlan net assets, end of year$19,457,726

Participants158Covered participants reported

Assets / participant$123.2KComputed: assets ÷ participants$123,186 (computed)

Provider compensation$14.2K2 Schedule C provider row(s)$14,240

Plan sponsor: Valley Isle Produce, Inc.
EIN: 99-0112838
Plan number: 003
Plan type: 2
Location: Kahului Maui, HI
Latest filing year: 2023

How to read this plan profile

Net assets = total assets minus total liabilities, end of year (Schedule H/I).
Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
Schedule chips (Sch H / I / C) show which schedules each filing includes.
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.

EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

2023
158 participants · 2Sch HSch C
View filing →

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)$19.5M total assets

Net assets$19.5MLiabilities$5.7K

Money in vs. money out

Total income / additions$5.2M

Total expenses$2.5M

Benefits paid / distributions$2.5M

Contributions

Employer$196.3K

Participant$653.6K

Full reported line items

Net assets

Total assets (EOY): $19,463,403
Total liabilities (EOY): $5,677
Net assets (EOY): $19,457,726
Net assets (BOY): $16,827,508

Income & contributions

Employer contributions: $196,306
Participant contributions: $653,565
Total contributions: $852,863
Total income / additions: $5,171,673

Expenses & distributions

Benefits paid: $2,527,215
Administrative expenses: $14,240
Total expenses: $2,541,455
Net increase / (decrease): $2,630,218

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)

23%77%

Employer 23%Participant 77%

Total expenses ÷ net assets13%Computed ratio

Benefits paid ÷ total income49%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

1
Strategic Advisors, Inc.$12.6K
ADVISOR · Direct $12.6K
2
Fidelity Investments Institutional$1.6K
RECORDKEEPER · Direct $1.6K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Valley Isle Produce, Inc. 401(K) Plan?: Valley Isle Produce, Inc. 401(K) Plan is reported as sponsored by Valley Isle Produce, Inc. (EIN 99-0112838, plan number 003) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Valley Isle Produce, Inc. 401(K) Plan?: The latest Form 5500 filing year loaded for Valley Isle Produce, Inc. 401(K) Plan is 2023.
How many participants does Valley Isle Produce, Inc. 401(K) Plan report?: Valley Isle Produce, Inc. 401(K) Plan reports 158 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Valley Isle Produce, Inc. 401(K) Plan?: Valley Isle Produce, Inc. 401(K) Plan reports $19,463,403 in end-of-year plan assets in its latest loaded Form 5500 filing.

Form 5500 terms, in plain English

Form 5500: The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H: The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I: The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C: Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets: Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions: Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.