2023 Form 5500 filing — Caputo'S New Farm Produce, Inc. 401(K) 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 20240913144007NAL0006049347001) for Caputo'S New Farm Produce, Inc. 401(K) Plan, reported by Caputo'S New Farm Produce - Addison, Inc. under EIN 36-3760368 and plan number 001. It reports 1,253 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913144007NAL0006049347001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Caputo'S New Farm Produce - Addison, Inc.
- EIN
- 36-3760368
- Plan number
- 001
- Location
- Carol Stream, IL
- Participants
- 1,253
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,226,196
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,226,196
- Employer contributions
- $222,732
- Participant contributions
- $489,663
- Total income / additions
- $2,024,627
- Benefits paid
- $146,191
- Administrative expenses
- $85,150
- Total expenses
- $254,092
- Net increase / (decrease)
- $1,770,535
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pcs Retirement LLC | CONTRACT ADMINISTRATOR | $50,695 | not reported in the loaded dataset |
| Brinker Capital Investments LLC | INVESTMENT MANAGER | $34,455 | not reported in the loaded dataset |