Phillips Mushroom Farms 401k Plan — Form 5500 plan (Phillips Mushroom Farms, L.P.)

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, Phillips Mushroom Farms 401k Plan is a benefit plan reported by Phillips Mushroom Farms, L.P. under EIN 23-1630612 and plan number 001. The latest loaded filing year is 2023. The filing reports 542 participants and $22,535,101 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Phillips Mushroom Farms, L.P.
EIN
23-1630612
Plan number
001
Plan type
2
Location
Kennett Square, PA
Latest filing year
2023
Participants
542
End-of-year plan assets
$22,535,101

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023542H, C20241012081022NAL0041199088001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,535,101
Total liabilities (EOY)
$0
Net assets (EOY)
$22,535,101
Net assets (BOY)
$20,197,828

Income & contributions

Employer contributions
$577,556
Participant contributions
$931,642
Total contributions
$1,564,172
Total income / additions
$3,954,075

Expenses & distributions

Benefits paid
$1,438,218
Administrative expenses
$119,697
Total expenses
$1,616,802
Net increase / (decrease)
$2,337,273

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Valley Forge Investment CompanyRIA$40,402not reported in the loaded dataset2023
John Hancock Life Insurance CompanyRECORD KEEPER$12,507not reported in the loaded dataset2023

Related Form 5500 pages