2023 Form 5500 filing — Underwood Fruit And Warehouse 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 20240905105522NAL0034803872001) for Underwood Fruit And Warehouse Retirement Savings Plan, reported by Underwood Fruit And Warehouse Company, LLC under EIN 91-1179336 and plan number 001. It reports 913 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905105522NAL0034803872001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Underwood Fruit And Warehouse Company, LLC
- EIN
- 91-1179336
- Plan number
- 001
- Location
- Yakima, WA
- Participants
- 913
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,105,684
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,105,684
- Employer contributions
- $329,750
- Participant contributions
- $638,393
- Total income / additions
- $1,968,996
- Benefits paid
- $631,867
- Administrative expenses
- $34,167
- Total expenses
- $666,034
- Net increase / (decrease)
- $1,302,962
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cliftonlarson Allen, Llp | AUDITOR | $16,170 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $12,997 | $0 |
| Bbm Financial Services Inc | INVESTMENT ADVISORY | $5,000 | not reported in the loaded dataset |