2023 Form 5500 filing — Wawona Frozen Foods 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 20241014120122NAL0044413360001) for Wawona Frozen Foods 401(K) Plan, reported by Wawona Frozen Foods under EIN 94-1566708 and plan number 002. It reports 370 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014120122NAL0044413360001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wawona Frozen Foods
- EIN
- 94-1566708
- Plan number
- 002
- Location
- Clovis, CA
- Participants
- 370
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,757,231
- Total liabilities (EOY)
- $2,899
- Net assets (EOY)
- $6,754,332
- Employer contributions
- $218,572
- Participant contributions
- $438,559
- Total income / additions
- $1,546,628
- Benefits paid
- $358,328
- Administrative expenses
- $37,465
- Total expenses
- $395,793
- Net increase / (decrease)
- $1,150,835
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pensionmark Financial Group | RIA | $20,091 | not reported in the loaded dataset |
| John Hancock | RECORDKEEPER | $17,795 | not reported in the loaded dataset |