Teter, Inc. Employee Stock Ownership Plan — Form 5500 plan (Teter, 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, Teter, Inc. Employee Stock Ownership Plan is a benefit plan reported by Teter, Inc. under EIN 77-0071091 and plan number 002. The latest loaded filing year is 2023. The filing reports 122 participants and $4,730,500 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)-$8.1MPlan net assets, end of year-$8,064,744
Participants122Covered participants reported
Assets / participant$38.8KComputed: assets ÷ participants$38,775 (computed)
Provider compensationNone reported
Plan sponsor
Teter, Inc.
EIN
77-0071091
Plan number
002
Plan type
2
Location
Fresno, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023122H20240820120627NAL0001708963001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$4.7M total assets
Net assets-$8.1MLiabilities$12.8M
Money in vs. money out
Total income / additions$2.7M
Total expenses$582.7K
Benefits paid / distributions$0
Contributions
Employer$1.2M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$4,730,500
Total liabilities (EOY)
$12,795,244
Net assets (EOY)
-$8,064,744
Net assets (BOY)
-$10,174,744

Income & contributions

Employer contributions
$1,202,200
Total contributions
$1,202,200
Total income / additions
$2,692,700

Expenses & distributions

Benefits paid
$0
Administrative expenses
$500
Total expenses
$582,700
Net increase / (decrease)
$2,110,000

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages