Enstrom Candies, Inc. 401(K) Plan — Form 5500 plan (Enstrom Candies, 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, Enstrom Candies, Inc. 401(K) Plan is a benefit plan reported by Enstrom Candies, Inc. under EIN 84-0630661 and plan number 004. The latest loaded filing year is 2023. The filing reports 146 participants and $5,864,330 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Enstrom Candies, Inc.
EIN
84-0630661
Plan number
004
Plan type
2
Location
Grand Junction, CO
Latest filing year
2023
Participants
146
End-of-year plan assets
$5,864,330

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023146H, C20241012080137NAL0013229363001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,864,330
Total liabilities (EOY)
$0
Net assets (EOY)
$5,864,330
Net assets (BOY)
$4,865,620

Income & contributions

Employer contributions
$204,397
Participant contributions
$364,654
Total contributions
$569,051
Total income / additions
$1,487,723

Expenses & distributions

Benefits paid
$452,675
Administrative expenses
$36,338
Total expenses
$489,013
Net increase / (decrease)
$998,710

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Retirement Plan CompanyNONE$18,207$2,5632023
Ibi AdvisorsINVESTMENT ADVISOR$17,399not reported in the loaded dataset2023

Related Form 5500 pages