Guido'S Quality Fruit & Produce 401(K) Savings Plan — Form 5500 plan (Guido'S Quality Fruit & Produce)
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, Guido'S Quality Fruit & Produce 401(K) Savings Plan is a benefit plan reported by Guido'S Quality Fruit & Produce under EIN 04-2722288 and plan number 001. The latest loaded filing year is 2023. The filing reports 162 participants and $12,504,805 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Guido'S Quality Fruit & Produce
- EIN
- 04-2722288
- Plan number
- 001
- Plan type
- 2
- Location
- Pittsfield, MA
- Latest filing year
- 2023
- Participants
- 162
- End-of-year plan assets
- $12,504,805
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 162 | H, C | 20250611144431NAL0012299379001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,504,805
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,504,805
- Net assets (BOY)
- $10,505,728
Income & contributions
- Employer contributions
- $191,303
- Participant contributions
- $391,038
- Total contributions
- $768,030
- Total income / additions
- $2,870,038
Expenses & distributions
- Benefits paid
- $769,312
- Administrative expenses
- $94,395
- Total expenses
- $870,961
- Net increase / (decrease)
- $1,999,077
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning, LLC | INVESTMENT ADVISOR | $40,560 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $386 | $0 | 2023 |