Bee Sweet Citrus, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Bee Sweet Citrus, 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, Bee Sweet Citrus, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Bee Sweet Citrus, Inc. under EIN 77-0193074 and plan number 001. The latest loaded filing year is 2023. The filing reports 439 participants and $7,424,184 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bee Sweet Citrus, Inc.
EIN
77-0193074
Plan number
001
Plan type
2
Location
Fowler, CA
Latest filing year
2023
Participants
439
End-of-year plan assets
$7,424,184

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023439H, C20250715174945NAL0002515073001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,424,184
Total liabilities (EOY)
$0
Net assets (EOY)
$7,424,184
Net assets (BOY)
$5,608,657

Income & contributions

Employer contributions
$290,607
Participant contributions
$453,099
Total contributions
$743,706
Total income / additions
$2,159,062

Expenses & distributions

Benefits paid
$261,738
Administrative expenses
$81,797
Total expenses
$343,535
Net increase / (decrease)
$1,815,527

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nexus Administrators, Inc.TPA$40,559not reported in the loaded dataset2023
Lpl Financial LLC - RpcpINVESTMENT ADVISOR$33,120not reported in the loaded dataset2023
NationwideRECORDKEEPER$8,119$92023

Related Form 5500 pages