2023 Form 5500 filing — Payson Fruit Growers 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 20241014095207NAL0045529552001) for Payson Fruit Growers 401(K) Profit Sharing Plan, reported by Payson Fruit Growers Association under EIN 87-0265523 and plan number 002. It reports 126 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014095207NAL0045529552001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Payson Fruit Growers Association
- EIN
- 87-0265523
- Plan number
- 002
- Location
- Payson, UT
- Participants
- 126
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,825,477
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,825,477
- Employer contributions
- $103,146
- Participant contributions
- $146,969
- Total income / additions
- $616,993
- Benefits paid
- $394,339
- Administrative expenses
- $32,866
- Total expenses
- $429,613
- Net increase / (decrease)
- $187,380
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Ins. | RECORDKEEPER | $12,476 | $0 |
| Dwc - The 401(K) Experts | THIRD PARTY ADMIN | $4,096 | $0 |