Pauls Fruit Market 401(K) Plan — Form 5500 plan (Paul'S Fruit Market)
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, Pauls Fruit Market 401(K) Plan is a benefit plan reported by Paul'S Fruit Market under EIN 61-0875170 and plan number 001. The latest loaded filing year is 2023. The filing reports 183 participants and $5,925,482 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Paul'S Fruit Market
- EIN
- 61-0875170
- Plan number
- 001
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 183
- End-of-year plan assets
- $5,925,482
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 183 | H, C | 20241014072148NAL0026754273001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,925,482
- Net assets (EOY)
- $5,925,482
- Net assets (BOY)
- $5,912,808
Income & contributions
- Employer contributions
- $102,876
- Participant contributions
- $378,758
- Total contributions
- $493,460
- Total income / additions
- $1,359,885
Expenses & distributions
- Benefits paid
- $1,312,072
- Administrative expenses
- $24,258
- Total expenses
- $1,347,211
- Net increase / (decrease)
- $12,674
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Retirement Management Services | TPA | $10,237 | $2,898 | 2023 |
| Mather And Company Cpas LLC | AUDITOR | $11,986 | not reported in the loaded dataset | 2023 |