Case Foods, Inc. 401(K) Plan — Form 5500 plan (Case Foods, 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, Case Foods, Inc. 401(K) Plan is a benefit plan reported by Case Foods, Inc. under EIN 52-1702529 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,952 participants and $39,247,854 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Case Foods, Inc.
EIN
52-1702529
Plan number
001
Plan type
2
Location
Troutman, NC
Latest filing year
2023
Participants
2,952
End-of-year plan assets
$39,247,854

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,952H, C20240711093218NAL0010253603001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,247,854
Total liabilities (EOY)
$0
Net assets (EOY)
$39,247,854
Net assets (BOY)
$34,238,448

Income & contributions

Employer contributions
$1,570,495
Participant contributions
$2,821,738
Total contributions
$4,537,006
Total income / additions
$9,617,372

Expenses & distributions

Benefits paid
$4,513,706
Administrative expenses
$94,260
Total expenses
$4,607,966
Net increase / (decrease)
$5,009,406

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$94,260$02023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages