Dutch Valley Food Distributors, Inc. 401(K) Plan — Form 5500 plan (Dutch Valley Food Distributors, 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, Dutch Valley Food Distributors, Inc. 401(K) Plan is a benefit plan reported by Dutch Valley Food Distributors, Inc. under EIN 23-2172539 and plan number 001. The latest loaded filing year is 2023. The filing reports 408 participants and $21,213,509 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dutch Valley Food Distributors, Inc.
- EIN
- 23-2172539
- Plan number
- 001
- Plan type
- 2
- Location
- Myerstown, PA
- Latest filing year
- 2023
- Participants
- 408
- End-of-year plan assets
- $21,213,509
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 408 | H, C | 20241009071538NAL0017965457001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,213,509
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,213,509
- Net assets (BOY)
- $19,582,376
Income & contributions
- Employer contributions
- $283,192
- Participant contributions
- $1,460,094
- Total contributions
- $1,762,432
- Total income / additions
- $4,959,073
Expenses & distributions
- Benefits paid
- $3,250,497
- Administrative expenses
- $73,169
- Total expenses
- $3,327,940
- Net increase / (decrease)
- $1,631,133
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Fsa Inc. | INVESTMENT ADVISOR | $37,246 | not reported in the loaded dataset | 2023 |
| Pa Retirement Solutions, Inc. | TPA | $25,345 | $816 | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $3,109 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $647 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co. Of America | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dutch Valley Food Distributors, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Myerstown, PA
- Raymond James Fsa Inc. — Schedule C compensation
- Pa Retirement Solutions, Inc. — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Ins Co. Of America — Schedule C compensation