2023 Form 5500 filing — Bristol Farms, Inc. 401(K) 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 20241015213638NAL0049867808001) for Bristol Farms, Inc. 401(K) Savings Plan, reported by Bristol Farms, Inc. under EIN 95-3750445 and plan number 003. It reports 2,433 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015213638NAL0049867808001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bristol Farms, Inc.
- EIN
- 95-3750445
- Plan number
- 003
- Location
- Carson, CA
- Participants
- 2,433
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,405,432
- Total liabilities (EOY)
- $275,206
- Net assets (EOY)
- $44,130,226
- Employer contributions
- $397,409
- Participant contributions
- $2,244,544
- Total income / additions
- $9,808,707
- Benefits paid
- $4,739,468
- Administrative expenses
- $198,055
- Total expenses
- $5,071,143
- Net increase / (decrease)
- $4,737,564
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $117,495 | $0 |
| Morgan Stanley Smith Barney | INVESTMENT/FINANCIAL ADVI | $80,559 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |