Ingardia Bros. Produce, Inc. Savings And Retirement Plan — Form 5500 plan (Ingardia Bros. Produce, 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, Ingardia Bros. Produce, Inc. Savings And Retirement Plan is a benefit plan reported by Ingardia Bros. Produce, Inc. under EIN 95-3414145 and plan number 001. The latest loaded filing year is 2023. The filing reports 221 participants and $15,031,624 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ingardia Bros. Produce, Inc.
- EIN
- 95-3414145
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Ana, CA
- Latest filing year
- 2023
- Participants
- 221
- End-of-year plan assets
- $15,031,624
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 221 | H, C | 20240610131628NAL0026875953001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,031,624
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,031,624
- Net assets (BOY)
- $12,604,952
Income & contributions
- Employer contributions
- $155,515
- Participant contributions
- $777,573
- Total contributions
- $997,716
- Total income / additions
- $3,444,034
Expenses & distributions
- Benefits paid
- $1,004,066
- Administrative expenses
- $7,009
- Total expenses
- $1,017,362
- Net increase / (decrease)
- $2,426,672
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Ins And Annuity Co | SERVICE PROVIDER | $0 | $6,864 | 2023 |
| Morning Star | SERVICE PROVIDER | $0 | $6,864 | 2023 |
| Pension Assurance Llp | SERVICE PROVIDE | $6,842 | $0 | 2023 |
| Benetech, Inc | THIRD PARTY ADMINISTRATOR | $0 | $6,695 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ingardia Bros. Produce, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Santa Ana, CA
- Voya Retirement Ins And Annuity Co — Schedule C compensation
- Morning Star — Schedule C compensation
- Pension Assurance Llp — Schedule C compensation
- Benetech, Inc — Schedule C compensation