Plan5500

Sunkist Match Plus Savings Plan — Form 5500 plan (Sunkist Growers, 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, Sunkist Match Plus Savings Plan is a benefit plan reported by Sunkist Growers, Inc. under EIN 95-0595000 and plan number 336. The latest loaded filing year is 2023. The filing reports 786 participants and $108,024,209 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sunkist Growers, Inc.
EIN
95-0595000
Plan number
336
Plan type
3
Location
Valencia, CA
Latest filing year
2023
Participants
786
End-of-year plan assets
$108,024,209

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023786H, C20241010135756NAL0035933952001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$108,024,209
Net assets (EOY)
$108,024,209
Net assets (BOY)
$99,031,724

Income & contributions

Employer contributions
$1,530,158
Participant contributions
$3,562,871
Total contributions
$5,720,343
Total income / additions
$22,198,236

Expenses & distributions

Benefits paid
$13,092,809
Administrative expenses
$112,942
Total expenses
$13,205,751
Net increase / (decrease)
$8,992,485

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$109,191not reported in the loaded dataset2023

Related Form 5500 pages