2023 Form 5500 filing — Pitman Farms, Inc. 401k Retirement 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 20241015155700NAL0016814723001) for Pitman Farms, Inc. 401k Retirement Plan, reported by Pitman Farms, Inc. under EIN 94-2227381 and plan number 001. It reports 1,954 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015155700NAL0016814723001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pitman Farms, Inc.
- EIN
- 94-2227381
- Plan number
- 001
- Location
- Sanger, CA
- Participants
- 1,954
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,394,487
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,394,487
- Employer contributions
- $121,644
- Participant contributions
- $705,479
- Total income / additions
- $2,030,721
- Benefits paid
- $583,832
- Administrative expenses
- $41,688
- Total expenses
- $626,360
- Net increase / (decrease)
- $1,404,361
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $38,313 | $0 |
| Equitable Advisors, LLC | BROKER/ADVISER | $0 | $15,846 |
| Cambridge Investment Research | BROKER/ADVISER | $0 | $8,263 |
| Nexus Administrators, Inc. | CONTRACT ADMIN | $3,375 | not reported in the loaded dataset |
| Morningstar Associates | OTHER | $1,451 | not reported in the loaded dataset |