2023 Form 5500 filing — Wish Farms 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 20240923100146NAL0011297153001) for Wish Farms 401(K) Plan, reported by Wish Farms, Inc. under EIN 59-3739152 and plan number 001. It reports 520 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923100146NAL0011297153001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wish Farms, Inc.
- EIN
- 59-3739152
- Plan number
- 001
- Location
- Plant City, FL
- Participants
- 520
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,219,637
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,219,637
- Employer contributions
- $400,419
- Participant contributions
- $753,009
- Total income / additions
- $3,039,040
- Benefits paid
- $1,746,442
- Administrative expenses
- $40,572
- Total expenses
- $1,787,014
- Net increase / (decrease)
- $1,252,026
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $36,208 | $0 |
| Wells Fargo Clearing Svcs (Wf Advs) | INVESTMENT ADVISORY | $0 | $26,802 |
| Orenda Retirement, LLC | CONTRACT ADMINISTRATOR | $4,364 | $6,281 |