2023 Form 5500 filing — Bee Sweet Citrus, Inc. 401(K) Profit Sharing 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 20250715174945NAL0002515073001) for Bee Sweet Citrus, Inc. 401(K) Profit Sharing Plan, reported by Bee Sweet Citrus, Inc. under EIN 77-0193074 and plan number 001. It reports 439 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715174945NAL0002515073001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bee Sweet Citrus, Inc.
- EIN
- 77-0193074
- Plan number
- 001
- Location
- Fowler, CA
- Participants
- 439
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,424,184
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,424,184
- Employer contributions
- $290,607
- Participant contributions
- $453,099
- Total income / additions
- $2,159,062
- Benefits paid
- $261,738
- Administrative expenses
- $81,797
- Total expenses
- $343,535
- Net increase / (decrease)
- $1,815,527
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nexus Administrators, Inc. | TPA | $40,559 | not reported in the loaded dataset |
| Lpl Financial LLC - Rpcp | INVESTMENT ADVISOR | $33,120 | not reported in the loaded dataset |
| Nationwide | RECORDKEEPER | $8,119 | $9 |