Plan5500

Caputo'S New Farm Produce, Inc. 401(K) Plan — Form 5500 plan (Caputo'S New Farm Produce - Addison, 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, Caputo'S New Farm Produce, Inc. 401(K) Plan is a benefit plan reported by Caputo'S New Farm Produce - Addison, Inc. under EIN 36-3760368 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,253 participants and $9,226,196 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Caputo'S New Farm Produce - Addison, Inc.
EIN
36-3760368
Plan number
001
Plan type
2
Location
Carol Stream, IL
Latest filing year
2023
Participants
1,253
End-of-year plan assets
$9,226,196

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,253H, C20240913144007NAL0006049347001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,226,196
Total liabilities (EOY)
$0
Net assets (EOY)
$9,226,196
Net assets (BOY)
$7,455,661

Income & contributions

Employer contributions
$222,732
Participant contributions
$489,663
Total contributions
$712,395
Total income / additions
$2,024,627

Expenses & distributions

Benefits paid
$146,191
Administrative expenses
$85,150
Total expenses
$254,092
Net increase / (decrease)
$1,770,535

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pcs Retirement LLCCONTRACT ADMINISTRATOR$50,695not reported in the loaded dataset2023
Brinker Capital Investments LLCINVESTMENT MANAGER$34,455not reported in the loaded dataset2023

Related Form 5500 pages