2023 Form 5500 filing — Wawona Packing Company, LLC 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 20241121105915NAL0000221251001) for Wawona Packing Company, LLC Retirement Savings Plan, reported by Wawona Packing Company, LLC under EIN 77-0527637 and plan number 001. It reports 1,177 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241121105915NAL0000221251001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wawona Packing Company, LLC
- EIN
- 77-0527637
- Plan number
- 001
- Location
- Fresno, CA
- Participants
- 1,177
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- 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
- Schedule source
- Schedule H
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 |