Underwood Fruit And Warehouse Company, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Underwood Fruit And Warehouse Company, LLC (EIN 91-1179336) is a plan sponsor located in Yakima, WA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
91-1179336
Location
Yakima, WA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$9,105,684
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$9,105,684

Contributions & income

Employer contributions
$329,750
Participant contributions
$638,393
Total income / additions
$1,968,996

Expenses & distributions

Benefits paid / distributions
$631,867
Total expenses
$666,034
Net increase / (decrease)
$1,302,962

Coverage

Total reported participants
1,164
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Underwood Fruit And Warehouse Company, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Underwood Fruit And Warehouse Retirement Savings Plan001913$9,105,6842023
Underwood Fruit And Warehouse Company, LLC Healthcare Plan501251not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Underwood Fruit And Warehouse Company, LLC
YearPlanParticipantsSchedulesFiling
2023Underwood Fruit And Warehouse Company, LLC Healthcare Plan25120240717095509NAL0008928402001
2023Underwood Fruit And Warehouse Retirement Savings Plan913H, C20240905105522NAL0034803872001

Related Form 5500 pages