Kershaw Company/Domex Superfresh Growers 401(K) Plan — Form 5500 plan (Kershaw Fruit And Cold Storage, 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, Kershaw Company/Domex Superfresh Growers 401(K) Plan is a benefit plan reported by Kershaw Fruit And Cold Storage, Inc. under EIN 91-0827217 and plan number 001. The latest loaded filing year is 2023. The filing reports 306 participants and $17,481,453 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kershaw Fruit And Cold Storage, Inc.
- EIN
- 91-0827217
- Plan number
- 001
- Plan type
- 2
- Location
- Yakima, WA
- Latest filing year
- 2023
- Participants
- 306
- End-of-year plan assets
- $17,481,453
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 306 | H, C | 20240913140155NAL0009990449001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,481,453
- Net assets (EOY)
- $17,481,453
- Net assets (BOY)
- $14,612,820
Income & contributions
- Employer contributions
- $470,706
- Participant contributions
- $901,971
- Total contributions
- $1,485,765
- Total income / additions
- $4,109,995
Expenses & distributions
- Benefits paid
- $1,161,215
- Administrative expenses
- $80,147
- Total expenses
- $1,241,362
- Net increase / (decrease)
- $2,868,633
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oppenheimer Life Agency Ltd | SHAREHOLDER SERV PROVIDER | $38,009 | $0 | 2023 |
| Stancrop Financial Group | RECORDKEEPER | $26,041 | $1,221 | 2023 |
| Hunnex & Shoemaker Inc | THIRD PARTY ADMIN | $10,597 | $7,740 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kershaw Fruit And Cold Storage, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Yakima, WA
- Oppenheimer Life Agency Ltd — Schedule C compensation
- Stancrop Financial Group — Schedule C compensation
- Hunnex & Shoemaker Inc — Schedule C compensation