Poindexter Nut Company, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Poindexter Nut Company, 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, Poindexter Nut Company, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Poindexter Nut Company, Inc. under EIN 46-2070320 and plan number 001. The latest loaded filing year is 2023. The filing reports 478 participants and $3,706,742 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Poindexter Nut Company, Inc.
- EIN
- 46-2070320
- Plan number
- 001
- Plan type
- 2
- Location
- Selma, CA
- Latest filing year
- 2023
- Participants
- 478
- End-of-year plan assets
- $3,706,742
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 478 | H, C | 20250703104638NAL0001125394001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,706,742
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,706,742
- Net assets (BOY)
- $3,123,826
Income & contributions
- Employer contributions
- $162,158
- Participant contributions
- $255,072
- Total contributions
- $417,230
- Total income / additions
- $900,169
Expenses & distributions
- Benefits paid
- $247,601
- Administrative expenses
- $69,652
- Total expenses
- $317,253
- Net increase / (decrease)
- $582,916
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Baker Chi & Parkey Accountancy Corp | AUDIT | $26,000 | not reported in the loaded dataset | 2023 |
| Lpl Financial Corporation | INVESTMENT ADVISOR | $16,018 | not reported in the loaded dataset | 2023 |
| Pension Design, Inc. | TPA | $13,500 | $0 | 2023 |
| Transamerica Life Insurance Co. | RECORDKEEPER | $5,341 | $0 | 2023 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY | $675 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Poindexter Nut Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Selma, CA
- Baker Chi & Parkey Accountancy Corp — Schedule C compensation
- Lpl Financial Corporation — Schedule C compensation
- Pension Design, Inc. — Schedule C compensation
- Transamerica Life Insurance Co. — Schedule C compensation
- Mesirow Financial, Inc. — Schedule C compensation