Underwood Fruit And Warehouse Retirement Savings Plan — Form 5500 plan (Underwood Fruit And Warehouse Company, LLC)
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, Underwood Fruit And Warehouse Retirement Savings Plan is a benefit plan reported by Underwood Fruit And Warehouse Company, LLC under EIN 91-1179336 and plan number 001. The latest loaded filing year is 2023. The filing reports 913 participants and $9,105,684 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Underwood Fruit And Warehouse Company, LLC
- EIN
- 91-1179336
- Plan number
- 001
- Plan type
- 2
- Location
- Yakima, WA
- Latest filing year
- 2023
- Participants
- 913
- End-of-year plan assets
- $9,105,684
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 913 | H, C | 20240905105522NAL0034803872001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,105,684
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,105,684
- Net assets (BOY)
- $7,802,722
Income & contributions
- Employer contributions
- $329,750
- Participant contributions
- $638,393
- Total contributions
- $968,143
- Total income / additions
- $1,968,996
Expenses & distributions
- Benefits paid
- $631,867
- Administrative expenses
- $34,167
- Total expenses
- $666,034
- Net increase / (decrease)
- $1,302,962
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cliftonlarson Allen, Llp | AUDITOR | $16,170 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $12,997 | $0 | 2023 |
| Bbm Financial Services Inc | INVESTMENT ADVISORY | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Underwood Fruit And Warehouse Company, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Yakima, WA
- Cliftonlarson Allen, Llp — Schedule C compensation
- Capital Group Retirement Plan Svcs. — Schedule C compensation
- Bbm Financial Services Inc — Schedule C compensation