Pension Plan For Employees Of National Fruit Product Company, Inc. — Form 5500 plan (National Fruit Product Co., 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, Pension Plan For Employees Of National Fruit Product Company, Inc. is a benefit plan reported by National Fruit Product Co., Inc. under EIN 54-0315385 and plan number 001. The latest loaded filing year is 2023. The filing reports 560 participants and $16,834,184 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Fruit Product Co., Inc.
- EIN
- 54-0315385
- Plan number
- 001
- Plan type
- 2
- Location
- Winchester, VA
- Latest filing year
- 2023
- Participants
- 560
- End-of-year plan assets
- $16,834,184
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 560 | H, C | 20250415132612NAL0003365857001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,834,184
- Total liabilities (EOY)
- $88,856
- Net assets (EOY)
- $16,745,328
- Net assets (BOY)
- $15,924,879
Income & contributions
- Employer contributions
- $523,287
- Total contributions
- $523,287
- Total income / additions
- $2,465,706
Expenses & distributions
- Benefits paid
- $1,277,563
- Administrative expenses
- $367,694
- Total expenses
- $1,645,257
- Net increase / (decrease)
- $820,449
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors | NONE | $139,685 | not reported in the loaded dataset | 2023 |
| Cbiz Benefits & Insurance Services | NONE | $29,111 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $9,626 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National Fruit Product Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Winchester, VA
- Wells Fargo Advisors — Schedule C compensation
- Cbiz Benefits & Insurance Services — Schedule C compensation
- Matrix Trust Company — Schedule C compensation