Legacy Fruit, LLC 401(K) Plan And Trust — Form 5500 plan (Legacy Fruit, 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, Legacy Fruit, LLC 401(K) Plan And Trust is a benefit plan reported by Legacy Fruit, LLC under EIN 83-2036659 and plan number 001. The latest loaded filing year is 2023. The filing reports 643 participants and $7,455,516 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Legacy Fruit, LLC
EIN
83-2036659
Plan number
001
Plan type
3
Location
Wapato, WA
Latest filing year
2023
Participants
643
End-of-year plan assets
$7,455,516

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023643H, C20241014183115NAL0026946753001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,455,516
Total liabilities (EOY)
$0
Net assets (EOY)
$7,455,516
Net assets (BOY)
$5,999,270

Income & contributions

Employer contributions
$334,903
Participant contributions
$531,247
Total contributions
$952,583
Total income / additions
$2,006,513

Expenses & distributions

Benefits paid
$522,110
Administrative expenses
$28,157
Total expenses
$550,267
Net increase / (decrease)
$1,456,246

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bbm Financial Services, IncCONTRACT ADMIN$21,896not reported in the loaded dataset2023
Empower Annuity Insurance Co Of AmeRECORDKEEPER$10,584$02023
Empower Advisory Group, LLCINVESTMENT MGMT$554not reported in the loaded dataset2023

Related Form 5500 pages