2023 Form 5500 filing — Ingardia Bros. Produce, Inc. Savings And Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240610131628NAL0026875953001) for Ingardia Bros. Produce, Inc. Savings And Retirement Plan, reported by Ingardia Bros. Produce, Inc. under EIN 95-3414145 and plan number 001. It reports 221 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240610131628NAL0026875953001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ingardia Bros. Produce, Inc.
- EIN
- 95-3414145
- Plan number
- 001
- Location
- Santa Ana, CA
- Participants
- 221
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,031,624
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,031,624
- Employer contributions
- $155,515
- Participant contributions
- $777,573
- Total income / additions
- $3,444,034
- Benefits paid
- $1,004,066
- Administrative expenses
- $7,009
- Total expenses
- $1,017,362
- Net increase / (decrease)
- $2,426,672
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Ins And Annuity Co | SERVICE PROVIDER | $0 | $6,864 |
| Morning Star | SERVICE PROVIDER | $0 | $6,864 |
| Pension Assurance Llp | SERVICE PROVIDE | $6,842 | $0 |
| Benetech, Inc | THIRD PARTY ADMINISTRATOR | $0 | $6,695 |