Harvest Sherwood Food Distributors Employee 401(K) Plan — Form 5500 plan (Harvest Sherwood Food Distributors, 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, Harvest Sherwood Food Distributors Employee 401(K) Plan is a benefit plan reported by Harvest Sherwood Food Distributors, Inc under EIN 51-0378995 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,987 participants and $82,600,978 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Harvest Sherwood Food Distributors, Inc
EIN
51-0378995
Plan number
003
Plan type
2
Location
National City, CA
Latest filing year
2023
Participants
1,987
End-of-year plan assets
$82,600,978

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,987H, C20241006072618NAL0008136611001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$82,600,978
Total liabilities (EOY)
$0
Net assets (EOY)
$82,600,978
Net assets (BOY)
$69,823,110

Income & contributions

Employer contributions
$1,582,815
Participant contributions
$6,141,978
Total contributions
$8,446,971
Total income / additions
$20,959,131

Expenses & distributions

Benefits paid
$7,801,901
Administrative expenses
$248,276
Total expenses
$8,050,748
Net increase / (decrease)
$12,908,383

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRECORDKEEPER$153,302$02023
Gallagher Benefit Services IncRETAINED BY EMPLOYER$70,000not reported in the loaded dataset2023
Plante And MoranRETAINED BY EMPLOYER$16,000not reported in the loaded dataset2023

Related Form 5500 pages