Plan5500

Costa Farms, LLC 401(K) Plan — Form 5500 plan (Costa Farms, LLC)

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, Costa Farms, LLC 401(K) Plan is a benefit plan reported by Costa Farms, LLC under EIN 27-1453116 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,115 participants and $30,864,938 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Costa Farms, LLC
EIN
27-1453116
Plan number
001
Plan type
2
Location
Miami, FL
Latest filing year
2023
Participants
5,115
End-of-year plan assets
$30,864,938

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,115H, C20250327134419NAL0012403811001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,864,938
Total liabilities (EOY)
$0
Net assets (EOY)
$30,864,938
Net assets (BOY)
$23,676,268

Income & contributions

Employer contributions
$1,594,917
Participant contributions
$2,991,798
Total contributions
$4,679,515
Total income / additions
$8,610,838

Expenses & distributions

Benefits paid
$1,422,168
Administrative expenses
$0
Total expenses
$1,422,168
Net increase / (decrease)
$7,188,670

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideRECORDKEEPER$137,325$4,2562023
Raymond James Fin Serv AdvisorsBROKER/ADVISER$53,892not reported in the loaded dataset2023
Pension Services, Inc.CONTRACT ADMIN$18,750not reported in the loaded dataset2023

Related Form 5500 pages