Wawona Packing Company Retirement Savings Plan — Form 5500 plan (Wawona Packing Company, 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, Wawona Packing Company Retirement Savings Plan is a benefit plan reported by Wawona Packing Company, LLC under EIN 77-0527637 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,261 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wawona Packing Company, LLC
- EIN
- 77-0527637
- Plan number
- 001
- Plan type
- 2
- Location
- Fresno, CA
- Latest filing year
- 2023
- Participants
- 1,261
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,261 | H, C | 20241015182043NAL0015239987001 |
| 2023 | 1,177 | H, C | 20241121105915NAL0000221251001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,957,234
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,957,234
- Net assets (BOY)
- $7,528,116
Income & contributions
- Employer contributions
- $658,293
- Participant contributions
- $908,213
- Total contributions
- $1,691,773
- Total income / additions
- $2,821,949
Expenses & distributions
- Benefits paid
- $1,361,370
- Administrative expenses
- $31,461
- Total expenses
- $1,392,831
- Net increase / (decrease)
- $1,429,118
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity & Ins. Co Of Amer | RECORDKEEPER | $29,694 | $0 | 2023 |
| Empower Annuity & Ins. Co Of Am | RECORDKEEPER | $25,034 | $0 | 2023 |
| Carlson Quinn & Associates | THIRD PARTY ADMINISTRATO | $17,091 | $4,356 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT ADVISOR | $203 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wawona Packing Company, LLC
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Fresno, CA
- Empower Annuity & Ins. Co Of Amer — Schedule C compensation
- Empower Annuity & Ins. Co Of Am — Schedule C compensation
- Carlson Quinn & Associates — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation