Del Rey Avocado Company, Inc. Profit Sharing Plan — Form 5500 plan (Del Rey Avocado Company, 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, Del Rey Avocado Company, Inc. Profit Sharing Plan is a benefit plan reported by Del Rey Avocado Company, Inc. under EIN 33-0350350 and plan number 001. The latest loaded filing year is 2023. The filing reports 125 participants and $8,697,206 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Del Rey Avocado Company, Inc.
EIN
33-0350350
Plan number
001
Plan type
2
Location
Fallbrook, CA
Latest filing year
2023
Participants
125
End-of-year plan assets
$8,697,206

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023125H, C20241029140445NAL0004835841001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,697,206
Total liabilities (EOY)
$284
Net assets (EOY)
$8,696,922
Net assets (BOY)
$7,493,930

Income & contributions

Employer contributions
$454,528
Participant contributions
$0
Total contributions
$454,528
Total income / additions
$1,468,180

Expenses & distributions

Benefits paid
$227,675
Administrative expenses
$37,513
Total expenses
$265,188
Net increase / (decrease)
$1,202,992

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TruistINVESTMENT ADVISORY$37,513not reported in the loaded dataset2023

Related Form 5500 pages