2023 Form 5500 filing — The Meduri Farms, Inc. 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 20241015155721NAL0015023635001) for The Meduri Farms, Inc. Retirement Plan, reported by Meduri Farms, Inc. under EIN 93-0864674 and plan number 002. It reports 310 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015155721NAL0015023635001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Meduri Farms, Inc.
- EIN
- 93-0864674
- Plan number
- 002
- Location
- Dallas, OR
- Participants
- 310
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,774,880
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,774,880
- Employer contributions
- $414,350
- Participant contributions
- $539,453
- Total income / additions
- $2,442,190
- Benefits paid
- $1,672,409
- Administrative expenses
- $82,393
- Total expenses
- $1,762,575
- Net increase / (decrease)
- $679,615
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aldrich Wealth, Lp | INVESTMENT ADVISOR | $37,775 | not reported in the loaded dataset |
| Prime Retirement Solutions Inc | TPA | $12,500 | $0 |
| John Hancock Life Insurance Company | RECORD KEEPER | $7,389 | $0 |