Sargento Profit Sharing And Retirement Plan — Form 5500 plan (Sargento 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, Sargento Profit Sharing And Retirement Plan is a benefit plan reported by Sargento Foods Inc. under EIN 39-0859334 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,322 participants and $585,296,670 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sargento Foods Inc.
EIN
39-0859334
Plan number
002
Plan type
2
Location
Plymouth, WI
Latest filing year
2023
Participants
3,322
End-of-year plan assets
$585,296,670

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,322H, C20241014102340NAL0027016961001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$585,296,670
Total liabilities (EOY)
$0
Net assets (EOY)
$585,296,670
Net assets (BOY)
$492,077,950

Income & contributions

Employer contributions
$24,201,827
Participant contributions
$18,300,077
Total contributions
$46,167,625
Total income / additions
$143,701,901

Expenses & distributions

Benefits paid
$50,562,048
Administrative expenses
-$80,548
Total expenses
$50,483,181
Net increase / (decrease)
$93,218,720

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cliftonlarsonallen LlpACCOUNTANT/AUDITOR$18,779not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$99,327$02023

Related Form 5500 pages