2023 Form 5500 filing — Phillips Mushroom Farms 401k 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 20241012081022NAL0041199088001) for Phillips Mushroom Farms 401k Plan, reported by Phillips Mushroom Farms, L.P. under EIN 23-1630612 and plan number 001. It reports 542 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$22.5MReported net assets$22,535,101
Participants542
Provider compensation$52.9K2 Schedule C row(s)$52,909
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241012081022NAL0041199088001
- Plan sponsor
- Phillips Mushroom Farms, L.P.
- EIN
- 23-1630612
- Plan number
- 001
- Location
- Kennett Square, PA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$22.5M total assets
Net assets$22.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $22,535,101
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,535,101
- Employer contributions
- $577,556
- Participant contributions
- $931,642
- Total income / additions
- $3,954,075
- Benefits paid
- $1,438,218
- Administrative expenses
- $119,697
- Total expenses
- $1,616,802
- Net increase / (decrease)
- $2,337,273
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valley Forge Investment Company | RIA | $40,402 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORD KEEPER | $12,507 | not reported in the loaded dataset |