Shasta Produce 401(K) Profit Sharing Plan — Form 5500 plan (Andrighetto Produce, Inc. Dba Shasta Produce)

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, Shasta Produce 401(K) Profit Sharing Plan is a benefit plan reported by Andrighetto Produce, Inc. Dba Shasta Produce under EIN 94-2992661 and plan number 001. The latest loaded filing year is 2023. The filing reports 163 participants and $16,649,842 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Andrighetto Produce, Inc. Dba Shasta Produce
EIN
94-2992661
Plan number
001
Plan type
2
Location
South San Francisco, CA
Latest filing year
2023
Participants
163
End-of-year plan assets
$16,649,842

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023163H, C20241015170048NAL0015129059001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,649,842
Total liabilities (EOY)
$0
Net assets (EOY)
$16,649,842
Net assets (BOY)
$14,375,010

Income & contributions

Employer contributions
$654,730
Participant contributions
$437,299
Total contributions
$1,092,029
Total income / additions
$2,900,152

Expenses & distributions

Benefits paid
$544,493
Administrative expenses
$80,827
Total expenses
$625,320
Net increase / (decrease)
$2,274,832

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner & SmiBROKERAGE$70,606$5212023

Related Form 5500 pages