Plan5500

The Meduri Farms, Inc. Retirement Plan — Form 5500 plan (Meduri Farms, 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, The Meduri Farms, Inc. Retirement Plan is a benefit plan reported by Meduri Farms, Inc. under EIN 93-0864674 and plan number 002. The latest loaded filing year is 2023. The filing reports 310 participants and $9,774,880 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Meduri Farms, Inc.
EIN
93-0864674
Plan number
002
Plan type
2
Location
Dallas, OR
Latest filing year
2023
Participants
310
End-of-year plan assets
$9,774,880

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023310H, C20241015155721NAL0015023635001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,774,880
Total liabilities (EOY)
$0
Net assets (EOY)
$9,774,880
Net assets (BOY)
$9,095,265

Income & contributions

Employer contributions
$414,350
Participant contributions
$539,453
Total contributions
$1,024,306
Total income / additions
$2,442,190

Expenses & distributions

Benefits paid
$1,672,409
Administrative expenses
$82,393
Total expenses
$1,762,575
Net increase / (decrease)
$679,615

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aldrich Wealth, LpINVESTMENT ADVISOR$37,775not reported in the loaded dataset2023
Prime Retirement Solutions IncTPA$12,500$02023
John Hancock Life Insurance CompanyRECORD KEEPER$7,389$02023

Related Form 5500 pages