2023 Form 5500 filing — Wawona Packing Company Retirement 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 20241015182043NAL0015239987001) for Wawona Packing Company Retirement Savings Plan, reported by Wawona Packing Company, LLC under EIN 77-0527637 and plan number 001. It reports 1,261 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)$9MReported net assets$8,957,234
Participants1.3K1,261
Provider compensation$76.4K4 Schedule C row(s)$76,378
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015182043NAL0015239987001
- Plan sponsor
- Wawona Packing Company, LLC
- EIN
- 77-0527637
- Plan number
- 001
- Location
- Fresno, 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)$9M total assets
Net assets$9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $8,957,234
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,957,234
- Employer contributions
- $658,293
- Participant contributions
- $908,213
- Total income / additions
- $2,821,949
- Benefits paid
- $1,361,370
- Administrative expenses
- $31,461
- Total expenses
- $1,392,831
- Net increase / (decrease)
- $1,429,118
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity & Ins. Co Of Amer | RECORDKEEPER | $29,694 | $0 |
| Empower Annuity & Ins. Co Of Am | RECORDKEEPER | $25,034 | $0 |
| Carlson Quinn & Associates | THIRD PARTY ADMINISTRATO | $17,091 | $4,356 |
| Empower Advisory Group, LLC | INVESTMENT ADVISOR | $203 | $0 |