Sweet Harvest Foods 401(K) Profit Sharing Plan — Form 5500 plan (Natural American Foods Dba Sweet Harvest Foods)
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, Sweet Harvest Foods 401(K) Profit Sharing Plan is a benefit plan reported by Natural American Foods Dba Sweet Harvest Foods under EIN 46-4349430 and plan number 001. The latest loaded filing year is 2023. The filing reports 157 participants and $9,222,268 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Natural American Foods Dba Sweet Harvest Foods
- EIN
- 46-4349430
- Plan number
- 001
- Plan type
- 2
- Location
- Cannon Falls, MN
- Latest filing year
- 2023
- Participants
- 157
- End-of-year plan assets
- $9,222,268
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 157 | H, C | 20241013180341NAL0012550083001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,222,268
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,222,268
- Net assets (BOY)
- $4,625,056
Income & contributions
- Employer contributions
- $472,182
- Participant contributions
- $1,010,385
- Total contributions
- $1,595,424
- Total income / additions
- $2,749,694
Expenses & distributions
- Benefits paid
- $970,126
- Administrative expenses
- $48,510
- Total expenses
- $1,018,636
- Net increase / (decrease)
- $1,731,058
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $12,359 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $8,984 | $0 | 2023 |
| Towers Watson Investment Services I | INVESTMENT ADVISOR | $5,162 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $717 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Co | CONTRACT ADMIN | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Natural American Foods Dba Sweet Harvest Foods
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Cannon Falls, MN
- Kestra Advisory Services LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Towers Watson Investment Services I — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Principal Life Insurance Co — Schedule C compensation