2023 Form 5500 filing — Pauls Fruit Market 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 20241014072148NAL0026754273001) for Pauls Fruit Market 401(K) Plan, reported by Paul'S Fruit Market under EIN 61-0875170 and plan number 001. It reports 183 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)$5.9MReported net assets$5,925,482
Participants183
Provider compensation$25.1K2 Schedule C row(s)$25,121
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014072148NAL0026754273001
- Plan sponsor
- Paul'S Fruit Market
- EIN
- 61-0875170
- Plan number
- 001
- Location
- Louisville, KY
- 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)$5.9M total assets
Net assets$5.9MLiabilities—
Full reported line items
- Total assets (EOY)
- $5,925,482
- Net assets (EOY)
- $5,925,482
- Employer contributions
- $102,876
- Participant contributions
- $378,758
- Total income / additions
- $1,359,885
- Benefits paid
- $1,312,072
- Administrative expenses
- $24,258
- Total expenses
- $1,347,211
- Net increase / (decrease)
- $12,674
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Retirement Management Services | TPA | $10,237 | $2,898 |
| Mather And Company Cpas LLC | AUDITOR | $11,986 | not reported in the loaded dataset |