2023 Form 5500 filing — Costa Farms, LLC 401(K) 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 20250327134419NAL0012403811001) for Costa Farms, LLC 401(K) Plan, reported by Costa Farms, LLC under EIN 27-1453116 and plan number 001. It reports 5,115 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250327134419NAL0012403811001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Costa Farms, LLC
- EIN
- 27-1453116
- Plan number
- 001
- Location
- Miami, FL
- Participants
- 5,115
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,864,938
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,864,938
- Employer contributions
- $1,594,917
- Participant contributions
- $2,991,798
- Total income / additions
- $8,610,838
- Benefits paid
- $1,422,168
- Administrative expenses
- $0
- Total expenses
- $1,422,168
- Net increase / (decrease)
- $7,188,670
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $137,325 | $4,256 |
| Raymond James Fin Serv Advisors | BROKER/ADVISER | $53,892 | not reported in the loaded dataset |
| Pension Services, Inc. | CONTRACT ADMIN | $18,750 | not reported in the loaded dataset |