Tony'S Finer Foods Enterprises, LLC 401(K) Plan — Form 5500 plan (Tony'S Finer Foods Enterprises, LLC)

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, Tony'S Finer Foods Enterprises, LLC 401(K) Plan is a benefit plan reported by Tony'S Finer Foods Enterprises, LLC under EIN 42-1685116 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,233 participants and $13,602,822 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tony'S Finer Foods Enterprises, LLC
EIN
42-1685116
Plan number
001
Plan type
2
Location
Ontario, CA
Latest filing year
2023
Participants
1,233
End-of-year plan assets
$13,602,822

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,233H, C20241011175442NAL0023364545001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,602,822
Total liabilities (EOY)
$0
Net assets (EOY)
$13,602,822
Net assets (BOY)
$14,890,197

Income & contributions

Employer contributions
$462,522
Participant contributions
$693,945
Total contributions
$1,156,467
Total income / additions
$3,586,357

Expenses & distributions

Benefits paid
$4,871,120
Administrative expenses
$2,612
Total expenses
$4,873,732
Net increase / (decrease)
-$1,287,375

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Blackridge Asset Management LLCADVISOR$18,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$15,388$02023

Related Form 5500 pages