2023 Form 5500 filing — Tall Tree Foods, Inc. 401(K) Savings 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 20241015111826NAL0028177841001) for Tall Tree Foods, Inc. 401(K) Savings Plan, reported by Tall Tree Foods, Inc. under EIN 37-1729884 and plan number 001. It reports 389 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015111826NAL0028177841001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tall Tree Foods, Inc.
- EIN
- 37-1729884
- Plan number
- 001
- Location
- Milwaukee, WI
- Participants
- 389
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,269,941
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,269,941
- Employer contributions
- $292,900
- Participant contributions
- $872,542
- Total income / additions
- $3,788,269
- Benefits paid
- $1,642,966
- Administrative expenses
- $46,187
- Total expenses
- $1,689,334
- Net increase / (decrease)
- $2,098,935
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $33,901 | $0 |
| Rothschild Investment | INVESTMENT ADVISORY | $12,286 | not reported in the loaded dataset |