Welch Foods, Inc. & National Grape Co-Operative Assoc., Inc. Savings/Supplemental Retirement Plan — Form 5500 plan (Welch Foods Inc., A Cooperative)
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, Welch Foods, Inc. & National Grape Co-Operative Assoc., Inc. Savings/Supplemental Retirement Plan is a benefit plan reported by Welch Foods Inc., A Cooperative under EIN 16-0998906 and plan number 007. The latest loaded filing year is 2023. The filing reports 534 participants and $125,254,258 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Welch Foods Inc., A Cooperative
- EIN
- 16-0998906
- Plan number
- 007
- Plan type
- 2
- Location
- Concord, MA
- Latest filing year
- 2023
- Participants
- 534
- End-of-year plan assets
- $125,254,258
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 534 | H, C | 20250613140016NAL0051459714001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $125,254,258
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $125,254,258
- Net assets (BOY)
- $108,111,581
Income & contributions
- Employer contributions
- $2,642,568
- Participant contributions
- $4,411,007
- Total contributions
- $7,546,065
- Total income / additions
- $28,154,466
Expenses & distributions
- Benefits paid
- $11,003,629
- Administrative expenses
- $8,160
- Total expenses
- $11,011,789
- Net increase / (decrease)
- $17,142,677
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $67,394 | $0 | 2023 |
| Fiduciary Investment Advisors | NONE | $49,833 | not reported in the loaded dataset | 2023 |
| Boivin & Associates, Cpas, Pllc | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co, Inc. | NONE | $6 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Welch Foods Inc., A Cooperative
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Concord, MA
- T Rowe Price Rps Inc — Schedule C compensation
- Fiduciary Investment Advisors — Schedule C compensation
- Boivin & Associates, Cpas, Pllc — Schedule C compensation
- Charles Schwab & Co, Inc. — Schedule C compensation