2023 Form 5500 filing — Welch Foods, Inc. & National Grape Co-Operative Assoc., Inc. Savings/Supplemental Retirement 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 20250613140016NAL0051459714001) for Welch Foods, Inc. & National Grape Co-Operative Assoc., Inc. Savings/Supplemental Retirement Plan, reported by Welch Foods Inc., A Cooperative under EIN 16-0998906 and plan number 007. It reports 534 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250613140016NAL0051459714001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Welch Foods Inc., A Cooperative
- EIN
- 16-0998906
- Plan number
- 007
- Location
- Concord, MA
- Participants
- 534
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $125,254,258
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $125,254,258
- Employer contributions
- $2,642,568
- Participant contributions
- $4,411,007
- Total income / additions
- $28,154,466
- Benefits paid
- $11,003,629
- Administrative expenses
- $8,160
- Total expenses
- $11,011,789
- Net increase / (decrease)
- $17,142,677
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $67,394 | $0 |
| Fiduciary Investment Advisors | NONE | $49,833 | not reported in the loaded dataset |
| Boivin & Associates, Cpas, Pllc | NONE | $10,000 | not reported in the loaded dataset |
| Charles Schwab & Co, Inc. | NONE | $6 | $0 |