Plan5500

Ben Hill Griffin, Inc. Employees' Profit Sharing Plan And Trust Agreement — Form 5500 plan (Ben Hill Griffin, 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, Ben Hill Griffin, Inc. Employees' Profit Sharing Plan And Trust Agreement is a benefit plan reported by Ben Hill Griffin, Inc. under EIN 59-0585518 and plan number 001. The latest loaded filing year is 2023. The filing reports 461 participants and $32,592,379 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ben Hill Griffin, Inc.
EIN
59-0585518
Plan number
001
Plan type
2
Location
Frostproof, FL
Latest filing year
2023
Participants
461
End-of-year plan assets
$32,592,379

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023461H, C20250730131912NAL0008287554001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,592,379
Net assets (EOY)
$32,592,379
Net assets (BOY)
$29,714,983

Income & contributions

Employer contributions
$523,315
Total contributions
$523,315
Total income / additions
$5,064,926

Expenses & distributions

Benefits paid
$2,071,735
Administrative expenses
$115,795
Total expenses
$2,187,530
Net increase / (decrease)
$2,877,396

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sterling Capital Management, LLCINVESTMENT MANAGER$82,658not reported in the loaded dataset2023
Truist Financial CorporationTRUSTEE/CUSTODIAN$33,137not reported in the loaded dataset2023

Related Form 5500 pages