Kaolin Mushroom Farms, Inc. 401(K) Retirement Plan — Form 5500 plan (Kaolin Mushroom Farms, 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, Kaolin Mushroom Farms, Inc. 401(K) Retirement Plan is a benefit plan reported by Kaolin Mushroom Farms, Inc. under EIN 23-1612227 and plan number 003. The latest loaded filing year is 2023. The filing reports 633 participants and $14,144,350 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kaolin Mushroom Farms, Inc.
EIN
23-1612227
Plan number
003
Plan type
2
Location
Kennett Square, PA
Latest filing year
2023
Participants
633
End-of-year plan assets
$14,144,350

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023633H, C20240918145854NAL0004509009001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,144,350
Total liabilities (EOY)
$0
Net assets (EOY)
$14,144,350
Net assets (BOY)
$11,865,641

Income & contributions

Employer contributions
$702,873
Participant contributions
$1,479,358
Total contributions
$2,808,493
Total income / additions
$4,892,336

Expenses & distributions

Benefits paid
$3,240,060
Administrative expenses
$83,074
Total expenses
$3,323,134
Net increase / (decrease)
$1,569,202

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$47,000$02023
Valley Forge Investment ConsultantsINVESTMENT ADVISOR$36,074not reported in the loaded dataset2023

Related Form 5500 pages