2023 Form 5500 filing — Monson Fruit Co., Inc. 401(K) Profit Sharing Plan And Trust
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 20241015190107NAL0049456368001) for Monson Fruit Co., Inc. 401(K) Profit Sharing Plan And Trust, reported by Monson Fruit Co., Inc. under EIN 91-1496092 and plan number 001. It reports 1,062 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015190107NAL0049456368001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Monson Fruit Co., Inc.
- EIN
- 91-1496092
- Plan number
- 001
- Location
- Selah, WA
- Participants
- 1,062
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,093,419
- Total liabilities (EOY)
- $23,725
- Net assets (EOY)
- $6,069,694
- Employer contributions
- $285,290
- Participant contributions
- $537,218
- Total income / additions
- $1,702,707
- Benefits paid
- $552,027
- Administrative expenses
- $45,893
- Total expenses
- $615,937
- Net increase / (decrease)
- $1,086,770
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oppenheimer | ADVISOR FEES | $26,919 | not reported in the loaded dataset |
| Hunnex & Shoemaker | TPA | $3,360 | not reported in the loaded dataset |