G&C Foods/Palmer Food Service - 401(K) Retirement Plan — Form 5500 plan (Palmer Fish Company, 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, G&C Foods/Palmer Food Service - 401(K) Retirement Plan is a benefit plan reported by Palmer Fish Company, Inc. under EIN 16-0581370 and plan number 001. The latest loaded filing year is 2023. The filing reports 877 participants and $35,513,703 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Palmer Fish Company, Inc.
- EIN
- 16-0581370
- Plan number
- 001
- Plan type
- 2
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 877
- End-of-year plan assets
- $35,513,703
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 877 | H, C | 20241011153711NAL0022243073001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,513,703
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,513,703
- Net assets (BOY)
- $27,892,512
Income & contributions
- Employer contributions
- $921,345
- Participant contributions
- $3,656,437
- Total contributions
- $5,503,093
- Total income / additions
- $10,234,101
Expenses & distributions
- Benefits paid
- $2,489,776
- Administrative expenses
- $125,541
- Total expenses
- $2,612,910
- Net increase / (decrease)
- $7,621,191
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $82,628 | $0 | 2023 |
| Lawley Retirement Advisors LLC | ADVISOR | $35,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $7,913 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Palmer Fish Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rochester, NY
- Fidelity Investments Institutional — Schedule C compensation
- Lawley Retirement Advisors LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation