Frazier Farms 401(K) Plan — Form 5500 plan (Call Grocery, Inc. (Dba) Frazier Farms)
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, Frazier Farms 401(K) Plan is a benefit plan reported by Call Grocery, Inc. (Dba) Frazier Farms under EIN 42-1636526 and plan number 001. The latest loaded filing year is 2023. The filing reports 292 participants and $5,497,971 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Call Grocery, Inc. (Dba) Frazier Farms
- EIN
- 42-1636526
- Plan number
- 001
- Plan type
- 2
- Location
- Vista, CA
- Latest filing year
- 2023
- Participants
- 292
- End-of-year plan assets
- $5,497,971
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 292 | H, C | 20251112144829NAL0000198001001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,497,971
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,497,971
- Net assets (BOY)
- $4,880,255
Income & contributions
- Employer contributions
- $172,377
- Participant contributions
- $230,406
- Total contributions
- $402,783
- Total income / additions
- $962,261
Expenses & distributions
- Benefits paid
- $289,619
- Administrative expenses
- $54,926
- Total expenses
- $344,545
- Net increase / (decrease)
- $617,716
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Steller Pension Consultants, Inc | TPA | $10,870 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,055 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Call Grocery, Inc. (Dba) Frazier Farms
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Vista, CA
- Steller Pension Consultants, Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation