Eichelberger Farms, Inc. 401(K) Plan — Form 5500 plan (Eichelberger Farms, 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, Eichelberger Farms, Inc. 401(K) Plan is a benefit plan reported by Eichelberger Farms, Inc. under EIN 39-1870144 and plan number 001. The latest loaded filing year is 2023. The filing reports 209 participants and $7,092,692 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eichelberger Farms, Inc.
- EIN
- 39-1870144
- Plan number
- 001
- Plan type
- 2
- Location
- Wayland, IA
- Latest filing year
- 2023
- Participants
- 209
- End-of-year plan assets
- $7,092,692
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 209 | H, C | 20241009133011NAL0018420977001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,092,692
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,092,692
- Net assets (BOY)
- $5,966,028
Income & contributions
- Employer contributions
- $335,496
- Participant contributions
- $451,529
- Total contributions
- $1,226,020
- Total income / additions
- $2,378,238
Expenses & distributions
- Benefits paid
- $1,214,262
- Administrative expenses
- $37,312
- Total expenses
- $1,251,574
- Net increase / (decrease)
- $1,126,664
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $26,132 | $0 | 2023 |
| Accel Wealth Management LLC | INVESTMENT ADVISORY-PLAN | $7,916 | not reported in the loaded dataset | 2023 |
| The Retirement Advantage, Inc. | RECORDKEEPER | $3,050 | $45 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Eichelberger Farms, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Wayland, IA
- Transamerica Life Insurance Company — Schedule C compensation
- Accel Wealth Management LLC — Schedule C compensation
- The Retirement Advantage, Inc. — Schedule C compensation