Pruett'S Food 401(K) Plan — Form 5500 plan (Pruett'S Food, 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, Pruett'S Food 401(K) Plan is a benefit plan reported by Pruett'S Food, Inc. under EIN 73-1028643 and plan number 001. The latest loaded filing year is 2023. The filing reports 269 participants and $9,654,508 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pruett'S Food, Inc.
EIN
73-1028643
Plan number
001
Plan type
2
Location
Broken Bow, OK
Latest filing year
2023
Participants
269
End-of-year plan assets
$9,654,508

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023269H, C20240917150620NAL0002968721001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,654,508
Total liabilities (EOY)
$28,728
Net assets (EOY)
$9,625,780
Net assets (BOY)
$7,805,756

Income & contributions

Employer contributions
$484,300
Participant contributions
$745,667
Total contributions
$1,236,456
Total income / additions
$2,818,547

Expenses & distributions

Benefits paid
$992,184
Administrative expenses
$6,339
Total expenses
$998,523
Net increase / (decrease)
$1,820,024

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward JonesFINANCIAL ADVISOR$28,441$02023
Tristar Pension LtdTPA$5,014$02023
Capital Bank And Trust CompanyRECORDKEEPER$1,325$02023

Related Form 5500 pages