Bob'S Red Mill 401(K) Retirement Savings Plan — Form 5500 plan (Bob'S Red Mill Natural Foods, 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, Bob'S Red Mill 401(K) Retirement Savings Plan is a benefit plan reported by Bob'S Red Mill Natural Foods, Inc. under EIN 93-1014460 and plan number 001. The latest loaded filing year is 2023. The filing reports 790 participants and $34,664,320 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bob'S Red Mill Natural Foods, Inc.
- EIN
- 93-1014460
- Plan number
- 001
- Plan type
- 2
- Location
- Milwaukie, OR
- Latest filing year
- 2023
- Participants
- 790
- End-of-year plan assets
- $34,664,320
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 790 | H, C | 20241017125010NAL0018444851001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,664,320
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,664,320
- Net assets (BOY)
- $28,979,608
Income & contributions
- Employer contributions
- $1,713,023
- Participant contributions
- $3,342,100
- Total contributions
- $5,768,771
- Total income / additions
- $10,677,655
Expenses & distributions
- Benefits paid
- $4,838,204
- Administrative expenses
- $125,324
- Total expenses
- $4,992,943
- Net increase / (decrease)
- $5,684,712
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $125,324 | $0 | 2023 |
| Cambridge Investment Research Advis | INVESTMENT ADVISORY | $0 | $54,206 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bob'S Red Mill Natural Foods, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Milwaukie, OR
- Principal Life Insurance Company — Schedule C compensation
- Cambridge Investment Research Advis — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation