2023 Form 5500 filing — Chelan Fresh Marketing/Bhpo Lp 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 20240918150557NAL0002677763001) for Chelan Fresh Marketing/Bhpo Lp 401(K) Plan, reported by Brewster Heights Packing & Orchards, Lp under EIN 76-0707748 and plan number 001. It reports 1,216 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918150557NAL0002677763001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Brewster Heights Packing & Orchards, Lp
- EIN
- 76-0707748
- Plan number
- 001
- Location
- Brewster, WA
- Participants
- 1,216
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,602,346
- Total liabilities (EOY)
- $8,014
- Net assets (EOY)
- $25,594,332
- Employer contributions
- $816,963
- Participant contributions
- $1,621,293
- Total income / additions
- $6,053,854
- Benefits paid
- $2,446,677
- Administrative expenses
- $92,631
- Total expenses
- $2,539,308
- Net increase / (decrease)
- $3,514,546
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial LLC | RIA | $53,121 | not reported in the loaded dataset |
| Benefits2 Administrators LLC | THIRD PARTY ADMINISTRATO | $3,150 | not reported in the loaded dataset |
| John Hancock | RECORDKEEPER | $0 | $0 |