2023 Form 5500 filing — Ever Fresh Fruit Company 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 20241004144433NAL0019797296001) for Ever Fresh Fruit Company Inc. 401(K) Plan, reported by Ever Fresh Fruit Company under EIN 93-1048829 and plan number 001. It reports 118 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004144433NAL0019797296001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ever Fresh Fruit Company
- EIN
- 93-1048829
- Plan number
- 001
- Location
- Sandy, OR
- Participants
- 118
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,455,382
- Total liabilities (EOY)
- $874
- Net assets (EOY)
- $6,454,508
- Employer contributions
- $212,284
- Participant contributions
- $376,525
- Total income / additions
- $1,584,611
- Benefits paid
- $622,696
- Administrative expenses
- $25,909
- Total expenses
- $648,605
- Net increase / (decrease)
- $936,006
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward Jones | INVESTMENT ADVISOR | $19,474 | not reported in the loaded dataset |
| Pension Plan Specialists | CONTRACT ADMIN | $5,700 | not reported in the loaded dataset |
| Capital Group Retirement Plan Serv. | RECORDKEEPER | $750 | $0 |