Gilbert Orchards Inc 401(K) Plan — Form 5500 plan (Gilbert Orchards, 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, Gilbert Orchards Inc 401(K) Plan is a benefit plan reported by Gilbert Orchards, Inc under EIN 91-0233730 and plan number 003. The latest loaded filing year is 2023. The filing reports 574 participants and $2,646,914 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gilbert Orchards, Inc
EIN
91-0233730
Plan number
003
Plan type
2
Location
Yakima, WA
Latest filing year
2023
Participants
574
End-of-year plan assets
$2,646,914

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023574H, C20241015182130NAL0017035139001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,646,914
Total liabilities (EOY)
$0
Net assets (EOY)
$2,646,914
Net assets (BOY)
$2,225,229

Income & contributions

Employer contributions
$155,951
Participant contributions
$306,469
Total contributions
$465,879
Total income / additions
$885,351

Expenses & distributions

Benefits paid
$449,426
Administrative expenses
$14,240
Total expenses
$463,666
Net increase / (decrease)
$421,685

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bbm Financial Services, IncCONTRACT ADMIN$12,291not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$4,251$02023
Empower Advisory Group, LLCINVESTMENT MGMT$456not reported in the loaded dataset2023

Related Form 5500 pages