2023 Form 5500 filing — Douglas Fruit Company Salary Reduction And 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 20240802152408NAL0016077059001) for Douglas Fruit Company Salary Reduction And Savings Plan, reported by Western Materials, Inc. under EIN 91-0158860 and plan number 001. It reports 411 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$12.2MReported net assets$12,231,858
Participants411
Provider compensation$9.1K2 Schedule C row(s)$9,108
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240802152408NAL0016077059001
Plan sponsor
Western Materials, Inc.
EIN
91-0158860
Plan number
001
Location
Yakima, WA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$12.2M total assets
Net assets$12.2MLiabilities$0
Money in vs. money out
Total income / additions$2.7M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$734.7K
Participant$922.9K
Full reported line items
Total assets (EOY)
$12,231,858
Total liabilities (EOY)
$0
Net assets (EOY)
$12,231,858
Employer contributions
$734,692
Participant contributions
$922,865
Total income / additions
$2,744,976
Benefits paid
$1,191,936
Administrative expenses
$1,501
Total expenses
$1,198,806
Net increase / (decrease)
$1,546,170
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $6.5K · Indirect $0
  2. 2
    BROKER/ADVISER · Direct $0 · Indirect $2.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240802152408NAL0016077059001 cover?
It is the 2023 Form 5500 filing for Douglas Fruit Company Salary Reduction And Savings Plan, reported by Western Materials, Inc. (EIN 91-0158860).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages