Lipari Foods 401(K) Profit Sharing Plan — Form 5500 plan (Lipari Foods Operating Company, 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, Lipari Foods 401(K) Profit Sharing Plan is a benefit plan reported by Lipari Foods Operating Company, LLC under EIN 45-2850624 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,289 participants and $61,269,443 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lipari Foods Operating Company, LLC
EIN
45-2850624
Plan number
001
Plan type
2
Location
Warren, MI
Latest filing year
2023
Participants
2,289
End-of-year plan assets
$61,269,443

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,289H, C20241015133601NAL0014732611001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$61,269,443
Total liabilities (EOY)
$111,131
Net assets (EOY)
$61,158,312
Net assets (BOY)
$48,245,632

Income & contributions

Employer contributions
$2,338,608
Participant contributions
$7,430,742
Total contributions
$10,280,664
Total income / additions
$19,255,734

Expenses & distributions

Benefits paid
$6,095,058
Administrative expenses
$182,665
Total expenses
$6,343,054
Net increase / (decrease)
$12,912,680

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$139,765$02023
Resources Investment Advisors LLCADVISOR$42,900not reported in the loaded dataset2023

Related Form 5500 pages