2023 Form 5500 filing — Masters Gallery Foods, Inc. Retirement Savings 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 20240722160224NAL0006014531001) for Masters Gallery Foods, Inc. Retirement Savings Plan, reported by Masters Gallery Foods, Inc. under EIN 39-1036619 and plan number 001. It reports 1,098 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240722160224NAL0006014531001
Filing year
2023
Form type
2
Plan sponsor
Masters Gallery Foods, Inc.
EIN
39-1036619
Plan number
001
Location
Plymouth, WI
Participants
1,098
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$70,308,962
Total liabilities (EOY)
$0
Net assets (EOY)
$70,308,962
Employer contributions
$2,027,241
Participant contributions
$4,643,062
Total income / additions
$16,038,132
Benefits paid
$3,404,563
Administrative expenses
$157,993
Total expenses
$3,562,556
Net increase / (decrease)
$12,475,576
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Oneamerica Retirement Services, LLCRECORDKEEPER$97,993$0
Spectrum Investment Advisors, Inc.ADVISOR$60,000not reported in the loaded dataset
Matrix Trust CompanyNONE$0$0
Mscs Fs Div Of Broadridge Bpo, LLCNONE$0$0

Related Form 5500 pages