2023 Form 5500 filing — Magnolia Foods 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 20240731051704NAL0014043891001) for Magnolia Foods Retirement Plan, reported by Magnolia Foods LLC under EIN 45-2808119 and plan number 001. It reports 232 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731051704NAL0014043891001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Magnolia Foods LLC
- EIN
- 45-2808119
- Plan number
- 001
- Location
- Mira Loma, CA
- Participants
- 232
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,763,027
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,763,027
- Employer contributions
- $264,755
- Participant contributions
- $518,300
- Total income / additions
- $1,143,625
- Benefits paid
- $251,287
- Administrative expenses
- $14,351
- Total expenses
- $277,113
- Net increase / (decrease)
- $866,512
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial | INVESTMENT/FINANCIAL ADVI | $10,509 | $0 |
| Adp, Inc. | RECORD KEEPER | $3,841 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |