2023 Form 5500 filing — Coastal Pacific Food Distributors 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 20241014115341NAL0026082833001) for Coastal Pacific Food Distributors 401(K) Profit Sharing Plan, reported by Coastal Pacific Food Distributors, Inc. under EIN 62-1283873 and plan number 002. It reports 749 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014115341NAL0026082833001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Coastal Pacific Food Distributors, Inc.
- EIN
- 62-1283873
- Plan number
- 002
- Location
- Stockton, CA
- Participants
- 749
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,283,236
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,283,236
- Employer contributions
- $624,512
- Participant contributions
- $1,720,169
- Total income / additions
- $7,703,068
- Benefits paid
- $2,841,037
- Administrative expenses
- $73,075
- Total expenses
- $2,935,711
- Net increase / (decrease)
- $4,767,357
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $48,482 | $0 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $24,593 | not reported in the loaded dataset |