Fungi Perfecti, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Fungi Perfecti, 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, Fungi Perfecti, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Fungi Perfecti, LLC under EIN 91-1281854 and plan number 001. The latest loaded filing year is 2023. The filing reports 155 participants and $8,158,324 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fungi Perfecti, LLC
EIN
91-1281854
Plan number
001
Plan type
2
Location
Shelton, WA
Latest filing year
2023
Participants
155
End-of-year plan assets
$8,158,324

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023155H, C20241004054503NAL0011770145001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,158,324
Total liabilities (EOY)
$0
Net assets (EOY)
$8,158,324
Net assets (BOY)
$6,156,424

Income & contributions

Employer contributions
$481,482
Participant contributions
$716,147
Total contributions
$1,197,629
Total income / additions
$2,244,508

Expenses & distributions

Benefits paid
$201,491
Administrative expenses
$41,117
Total expenses
$242,608
Net increase / (decrease)
$2,001,900

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
ScsINVESTMENT/FINANCIAL ADVI$26,375$02023
Adp, Inc.RECORD KEEPER$14,742$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages