2023 Form 5500 filing — Kaolin Mushroom Farms, Inc. 401(K) 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 20240918145854NAL0004509009001) for Kaolin Mushroom Farms, Inc. 401(K) Retirement Plan, reported by Kaolin Mushroom Farms, Inc. under EIN 23-1612227 and plan number 003. It reports 633 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918145854NAL0004509009001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kaolin Mushroom Farms, Inc.
- EIN
- 23-1612227
- Plan number
- 003
- Location
- Kennett Square, PA
- Participants
- 633
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,144,350
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,144,350
- Employer contributions
- $702,873
- Participant contributions
- $1,479,358
- Total income / additions
- $4,892,336
- Benefits paid
- $3,240,060
- Administrative expenses
- $83,074
- Total expenses
- $3,323,134
- Net increase / (decrease)
- $1,569,202
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $47,000 | $0 |
| Valley Forge Investment Consultants | INVESTMENT ADVISOR | $36,074 | not reported in the loaded dataset |