2023 Form 5500 filing — Giorgio Companies Profit Sharing & 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 20241015065153NAL0027729217001) for Giorgio Companies Profit Sharing & 401(K) Plan, reported by Giorgio Foods, Inc. under EIN 23-1661073 and plan number 001. It reports 2,901 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015065153NAL0027729217001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Giorgio Foods, Inc.
- EIN
- 23-1661073
- Plan number
- 001
- Location
- Blandon, PA
- Participants
- 2,901
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $91,296,423
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $91,296,423
- Employer contributions
- $4,323,981
- Participant contributions
- $6,663,903
- Total income / additions
- $23,796,965
- Benefits paid
- $8,546,807
- Administrative expenses
- $249,404
- Total expenses
- $8,798,760
- Net increase / (decrease)
- $14,998,205
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services, Inc. | ADVISOR | $130,262 | not reported in the loaded dataset |
| Newport Group Inc. | RECORDKEEPER | $119,142 | $0 |