Northern Fruit Company 401(K) Profit Sharing Plan — Form 5500 plan (Northern Fruit Company)
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, Northern Fruit Company 401(K) Profit Sharing Plan is a benefit plan reported by Northern Fruit Company under EIN 91-0339680 and plan number 001. The latest loaded filing year is 2023. The filing reports 231 participants and $16,038,878 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$16MPlan net assets, end of year$16,038,878
Participants231Covered participants reported
Assets / participant$69.4KComputed: assets ÷ participants$69,432 (computed)
Provider compensation$1.4K1 Schedule C provider row(s)$1,380
- Plan sponsor
- Northern Fruit Company
- EIN
- 91-0339680
- Plan number
- 001
- Plan type
- 2
- Location
- East Wenatchee, WA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 231 | H, C | 20241001131525NAL0007124641001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$16M total assets
Net assets$16MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $16,038,878
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,038,878
- Net assets (BOY)
- $12,244,433
Income & contributions
- Employer contributions
- $291,899
- Participant contributions
- $667,350
- Total contributions
- $1,166,749
- Total income / additions
- $4,548,232
Expenses & distributions
- Benefits paid
- $752,407
- Administrative expenses
- $1,380
- Total expenses
- $753,787
- Net increase / (decrease)
- $3,794,445
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
30%70%
Employer 30%Participant 70%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income17%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus LLC | NONE | $1,380 | $0 | 2023 |