2023 Form 5500 filing — Dutch Valley Food Distributors, 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 20241009071538NAL0017965457001) for Dutch Valley Food Distributors, Inc. 401(K) Plan, reported by Dutch Valley Food Distributors, Inc. under EIN 23-2172539 and plan number 001. It reports 408 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009071538NAL0017965457001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dutch Valley Food Distributors, Inc.
- EIN
- 23-2172539
- Plan number
- 001
- Location
- Myerstown, PA
- Participants
- 408
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,213,509
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,213,509
- Employer contributions
- $283,192
- Participant contributions
- $1,460,094
- Total income / additions
- $4,959,073
- Benefits paid
- $3,250,497
- Administrative expenses
- $73,169
- Total expenses
- $3,327,940
- Net increase / (decrease)
- $1,631,133
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Fsa Inc. | INVESTMENT ADVISOR | $37,246 | not reported in the loaded dataset |
| Pa Retirement Solutions, Inc. | TPA | $25,345 | $816 |
| John Hancock Life Insurance Company | RECORDKEEPER | $3,109 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $647 | not reported in the loaded dataset |
| Empower Annuity Ins Co. Of America | RECORDKEEPER | $0 | $0 |