Giorgio Companies Profit Sharing & 401(K) Plan — Form 5500 plan (Giorgio Foods, 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, Giorgio Companies Profit Sharing & 401(K) Plan is a benefit plan reported by Giorgio Foods, Inc. under EIN 23-1661073 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,901 participants and $91,296,423 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Giorgio Foods, Inc.
EIN
23-1661073
Plan number
001
Plan type
3
Location
Blandon, PA
Latest filing year
2023
Participants
2,901
End-of-year plan assets
$91,296,423

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,901H, C20241015065153NAL0027729217001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$91,296,423
Total liabilities (EOY)
$0
Net assets (EOY)
$91,296,423
Net assets (BOY)
$76,298,218

Income & contributions

Employer contributions
$4,323,981
Participant contributions
$6,663,903
Total contributions
$11,452,123
Total income / additions
$23,796,965

Expenses & distributions

Benefits paid
$8,546,807
Administrative expenses
$249,404
Total expenses
$8,798,760
Net increase / (decrease)
$14,998,205

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services, Inc.ADVISOR$130,262not reported in the loaded dataset2023
Newport Group Inc.RECORDKEEPER$119,142$02023

Related Form 5500 pages