Plan5500

Kyle Mathison Orchards, Inc. 401(K) Savings Plan And Trust — Form 5500 plan (Kyle Mathison 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, Kyle Mathison Orchards, Inc. 401(K) Savings Plan And Trust is a benefit plan reported by Kyle Mathison Orchards, Inc. under EIN 91-1473671 and plan number 001. The latest loaded filing year is 2023. The filing reports 319 participants and $5,881,231 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kyle Mathison Orchards, Inc.
EIN
91-1473671
Plan number
001
Plan type
2
Location
Wenatchee, WA
Latest filing year
2023
Participants
319
End-of-year plan assets
$5,881,231

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023319H, C20241011133948NAL0021958913001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,881,231
Total liabilities (EOY)
$10,683
Net assets (EOY)
$5,870,548
Net assets (BOY)
$4,765,278

Income & contributions

Employer contributions
$199,129
Participant contributions
$405,294
Total contributions
$604,423
Total income / additions
$1,419,064

Expenses & distributions

Benefits paid
$280,559
Administrative expenses
$33,235
Total expenses
$313,794
Net increase / (decrease)
$1,105,270

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl Financial LLCINVESTMENT ADVISOR$13,320not reported in the loaded dataset2023
Benefits2 Administrators LLCTHIRD PARTY ADMINISTRATO$2,626not reported in the loaded dataset2023
John Hancock Life Insurance CoRECORDKEEPER$317not reported in the loaded dataset2023

Related Form 5500 pages