Masters Gallery Foods, Inc. Retirement Savings Plan — Form 5500 plan (Masters Gallery 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, Masters Gallery Foods, Inc. Retirement Savings Plan is a benefit plan reported by Masters Gallery Foods, Inc. under EIN 39-1036619 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,098 participants and $70,308,962 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Masters Gallery Foods, Inc.
- EIN
- 39-1036619
- Plan number
- 001
- Plan type
- 2
- Location
- Plymouth, WI
- Latest filing year
- 2023
- Participants
- 1,098
- End-of-year plan assets
- $70,308,962
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,098 | H, C | 20240722160224NAL0006014531001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $70,308,962
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $70,308,962
- Net assets (BOY)
- $57,833,386
Income & contributions
- Employer contributions
- $2,027,241
- Participant contributions
- $4,643,062
- Total contributions
- $6,898,780
- Total income / additions
- $16,038,132
Expenses & distributions
- Benefits paid
- $3,404,563
- Administrative expenses
- $157,993
- Total expenses
- $3,562,556
- Net increase / (decrease)
- $12,475,576
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services, LLC | RECORDKEEPER | $97,993 | $0 | 2023 |
| Spectrum Investment Advisors, Inc. | ADVISOR | $60,000 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
| Mscs Fs Div Of Broadridge Bpo, LLC | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Masters Gallery Foods, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Plymouth, WI
- Oneamerica Retirement Services, LLC — Schedule C compensation
- Spectrum Investment Advisors, Inc. — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Mscs Fs Div Of Broadridge Bpo, LLC — Schedule C compensation