Schwartz Farms, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Schwartz 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, Schwartz Farms, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Schwartz Farms, Inc. under EIN 41-1595998 and plan number 001. The latest loaded filing year is 2023. The filing reports 473 participants and $29,886,004 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Schwartz Farms, Inc.
EIN
41-1595998
Plan number
001
Plan type
2
Location
Sleepy Eye, MN
Latest filing year
2023
Participants
473
End-of-year plan assets
$29,886,004

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023473H, C20240801053154NAL0038382016001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,886,004
Total liabilities (EOY)
$0
Net assets (EOY)
$29,886,004
Net assets (BOY)
$24,249,688

Income & contributions

Employer contributions
$1,009,701
Participant contributions
$1,615,498
Total contributions
$2,632,047
Total income / additions
$6,579,345

Expenses & distributions

Benefits paid
$883,779
Administrative expenses
$59,250
Total expenses
$943,029
Net increase / (decrease)
$5,636,316

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$41,250$02023
Sageview Advisory Group LLCINVESTMENT/FINANCIAL ADVI$18,000$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages