2023 Form 5500 filing — Auvil Fruit 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 20241015110548NAL0014453299001) for Auvil Fruit 401(K) Plan, reported by Gee Whiz Ii, LLC. under EIN 84-2651299 and plan number 001. It reports 579 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015110548NAL0014453299001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gee Whiz Ii, LLC.
- EIN
- 84-2651299
- Plan number
- 001
- Location
- Orondo, WA
- Participants
- 579
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,803,827
- Total liabilities (EOY)
- $3,077
- Net assets (EOY)
- $8,800,750
- Employer contributions
- $534,166
- Participant contributions
- $803,305
- Total income / additions
- $2,454,956
- Benefits paid
- $534,170
- Administrative expenses
- $60,038
- Total expenses
- $594,208
- Net increase / (decrease)
- $1,860,748
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial | RIA | $23,359 | not reported in the loaded dataset |
| Benefits2 Administrators LLC | THIRD PARTY ADMIN | $6,315 | not reported in the loaded dataset |
| John Hancock Life Insurance | RECORDKEEPER | $3,825 | not reported in the loaded dataset |