Mother Parkers Tea & Coffee Usa, Ltd 401(K) Plan — Form 5500 plan (Mother Parkers Tea & Coffee Usa)

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, Mother Parkers Tea & Coffee Usa, Ltd 401(K) Plan is a benefit plan reported by Mother Parkers Tea & Coffee Usa under EIN 75-2833481 and plan number 001. The latest loaded filing year is 2023. The filing reports 295 participants and $17,985,212 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mother Parkers Tea & Coffee Usa
EIN
75-2833481
Plan number
001
Plan type
2
Location
Fort Worth, TX
Latest filing year
2023
Participants
295
End-of-year plan assets
$17,985,212

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023295H, C20240930053005NAL0005378577001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,985,212
Total liabilities (EOY)
$0
Net assets (EOY)
$17,985,212
Net assets (BOY)
$14,940,552

Income & contributions

Employer contributions
$442,176
Participant contributions
$992,608
Total contributions
$1,665,248
Total income / additions
$4,419,832

Expenses & distributions

Benefits paid
$1,281,374
Administrative expenses
$84,052
Total expenses
$1,375,172
Net increase / (decrease)
$3,044,660

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch Pierce Fenner & SmithINVESTMENT ADVISOR$46,039$1,1702023
Adp, Inc.RECORD KEEPER$38,012$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages