2023 Form 5500 filing — Zirkle Fruit Company 401(K) Profit Sharing 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 20241008130742NAL0009683091001) for Zirkle Fruit Company 401(K) Profit Sharing Plan, reported by Zirkle Fruit Company under EIN 91-0979506 and plan number 401. It reports 2,247 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008130742NAL0009683091001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Zirkle Fruit Company
- EIN
- 91-0979506
- Plan number
- 401
- Location
- Selah, WA
- Participants
- 2,247
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $72,242,355
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,242,355
- Employer contributions
- $1,891,612
- Participant contributions
- $3,196,354
- Total income / additions
- $15,139,286
- Benefits paid
- $5,741,581
- Administrative expenses
- $213,069
- Total expenses
- $5,954,650
- Net increase / (decrease)
- $9,184,636
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $213,069 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |