Plan5500

Monterey Mushrooms 401(K) Plan — Form 5500 plan (Monterey Mushrooms, LLC)

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, Monterey Mushrooms 401(K) Plan is a benefit plan reported by Monterey Mushrooms, LLC under EIN 77-0185497 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,589 participants and $38,085,831 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Monterey Mushrooms, LLC
EIN
77-0185497
Plan number
002
Plan type
2
Location
Watsonville, CA
Latest filing year
2023
Participants
1,589
End-of-year plan assets
$38,085,831

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,589H, C20240910110950NAL0005568881001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,085,831
Total liabilities (EOY)
$0
Net assets (EOY)
$38,085,831
Net assets (BOY)
$35,955,487

Income & contributions

Employer contributions
$407,904
Participant contributions
$2,445,552
Total contributions
$2,935,242
Total income / additions
$7,208,649

Expenses & distributions

Benefits paid
$4,928,390
Administrative expenses
$114,025
Total expenses
$5,078,305
Net increase / (decrease)
$2,130,344

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gallagher Fiduciary Advisors, LLCINVESTMENT ADVISORY$59,968$322023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$54,057$02023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages