Foodstate, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Foodstate, Inc.)
Plain-English plan 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, Foodstate, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Foodstate, Inc. under EIN 02-0436846 and plan number 001. The latest loaded filing year is 2023. The filing reports 299 participants and $11,543,834 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Foodstate, Inc.
- EIN
- 02-0436846
- Plan number
- 001
- Plan type
- 2
- Location
- West Hills, CA
- Latest filing year
- 2023
- Participants
- 299
- End-of-year plan assets
- $11,543,834
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 299 | H, C | 20241014102129NAL0045604240001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,543,834
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,543,834
- Net assets (BOY)
- $10,551,440
Income & contributions
- Employer contributions
- $318,842
- Participant contributions
- $1,177,219
- Total contributions
- $2,026,018
- Total income / additions
- $3,607,876
Expenses & distributions
- Benefits paid
- $2,570,254
- Administrative expenses
- $45,228
- Total expenses
- $2,615,482
- Net increase / (decrease)
- $992,394
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $38,942 | $0 | 2023 |
| Massachusetts Mutual Life Ins Comp | BROKER/ADVISER | $0 | $20,067 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,286 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Foodstate, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in West Hills, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Massachusetts Mutual Life Ins Comp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation