Orchid Island Juice Company 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Orchid Island Juice Company)
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, Orchid Island Juice Company 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Orchid Island Juice Company under EIN 59-3026924 and plan number 002. The latest loaded filing year is 2023. The filing reports 299 participants and $5,015,589 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Orchid Island Juice Company
- EIN
- 59-3026924
- Plan number
- 002
- Plan type
- 2
- Location
- Fort Pierce, FL
- Latest filing year
- 2023
- Participants
- 299
- End-of-year plan assets
- $5,015,589
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 299 | H, C | 20241028102144NAL0007105618001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,015,589
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,015,589
- Net assets (BOY)
- $3,481,810
Income & contributions
- Employer contributions
- $366,974
- Participant contributions
- $667,449
- Total contributions
- $1,347,070
- Total income / additions
- $1,893,615
Expenses & distributions
- Benefits paid
- $343,357
- Administrative expenses
- $15,917
- Total expenses
- $359,836
- Net increase / (decrease)
- $1,533,779
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $8,026 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $6,516 | not reported in the loaded dataset | 2023 |
| Payroll Integrations Inc | CONTRACT ADMIN | $1,375 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Orchid Island Juice Company
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Fort Pierce, FL
- Empower Annuity Insurance Company O — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Payroll Integrations Inc — Schedule C compensation