Pasquinelli Produce Co. Profit Sharing Plan — Form 5500 plan (Pasquinelli Produce Co.)
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, Pasquinelli Produce Co. Profit Sharing Plan is a benefit plan reported by Pasquinelli Produce Co. under EIN 86-0734797 and plan number 001. The latest loaded filing year is 2023. The filing reports 440 participants and $9,430,729 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pasquinelli Produce Co.
- EIN
- 86-0734797
- Plan number
- 001
- Plan type
- 2
- Location
- Yuma, AZ
- Latest filing year
- 2023
- Participants
- 440
- End-of-year plan assets
- $9,430,729
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 440 | H, C | 20241009080951NAL0036445650001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,430,729
- Total liabilities (EOY)
- $246,021
- Net assets (EOY)
- $9,184,708
- Net assets (BOY)
- $8,396,723
Income & contributions
- Employer contributions
- $793,912
- Total contributions
- $793,912
- Total income / additions
- $1,919,837
Expenses & distributions
- Benefits paid
- $1,020,978
- Administrative expenses
- $110,874
- Total expenses
- $1,131,852
- Net increase / (decrease)
- $787,985
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | NONE | $46,084 | not reported in the loaded dataset | 2023 |
| Mgks | NONE | $32,098 | not reported in the loaded dataset | 2023 |
| Wallace, Plese Dreher, Llp | NONE | $13,700 | not reported in the loaded dataset | 2023 |
| Fiduciary Wise, LLC | NONE | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pasquinelli Produce Co.
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Yuma, AZ
- Ubs Financial Services, Inc. — Schedule C compensation
- Mgks — Schedule C compensation
- Wallace, Plese Dreher, Llp — Schedule C compensation
- Fiduciary Wise, LLC — Schedule C compensation