Wish Farms 401(K) Plan — Form 5500 plan (Wish Farms, 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, Wish Farms 401(K) Plan is a benefit plan reported by Wish Farms, Inc. under EIN 59-3739152 and plan number 001. The latest loaded filing year is 2023. The filing reports 520 participants and $10,219,637 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wish Farms, Inc.
- EIN
- 59-3739152
- Plan number
- 001
- Plan type
- 2
- Location
- Plant City, FL
- Latest filing year
- 2023
- Participants
- 520
- End-of-year plan assets
- $10,219,637
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 520 | H, C | 20240923100146NAL0011297153001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,219,637
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,219,637
- Net assets (BOY)
- $8,967,611
Income & contributions
- Employer contributions
- $400,419
- Participant contributions
- $753,009
- Total contributions
- $1,367,783
- Total income / additions
- $3,039,040
Expenses & distributions
- Benefits paid
- $1,746,442
- Administrative expenses
- $40,572
- Total expenses
- $1,787,014
- Net increase / (decrease)
- $1,252,026
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $36,208 | $0 | 2023 |
| Wells Fargo Clearing Svcs (Wf Advs) | INVESTMENT ADVISORY | $0 | $26,802 | 2023 |
| Orenda Retirement, LLC | CONTRACT ADMINISTRATOR | $4,364 | $6,281 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wish Farms, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Plant City, FL
- Principal Life Insurance Company — Schedule C compensation
- Wells Fargo Clearing Svcs (Wf Advs) — Schedule C compensation
- Orenda Retirement, LLC — Schedule C compensation