2023 Form 5500 filing — Shasta Produce 401(K) Profit Sharing 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 20241015170048NAL0015129059001) for Shasta Produce 401(K) Profit Sharing Plan, reported by Andrighetto Produce, Inc. Dba Shasta Produce under EIN 94-2992661 and plan number 001. It reports 163 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$16.6MReported net assets$16,649,842
Participants163
Provider compensation$71.1K1 Schedule C row(s)$71,127
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015170048NAL0015129059001
- Plan sponsor
- Andrighetto Produce, Inc. Dba Shasta Produce
- EIN
- 94-2992661
- Plan number
- 001
- Location
- South San Francisco, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$16.6M total assets
Net assets$16.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $16,649,842
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,649,842
- Employer contributions
- $654,730
- Participant contributions
- $437,299
- Total income / additions
- $2,900,152
- Benefits paid
- $544,493
- Administrative expenses
- $80,827
- Total expenses
- $625,320
- Net increase / (decrease)
- $2,274,832
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smi | BROKERAGE | $70,606 | $521 |