Bristol Farms, Inc. 401(K) Savings Plan — Form 5500 plan (Bristol 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, Bristol Farms, Inc. 401(K) Savings Plan is a benefit plan reported by Bristol Farms, Inc. under EIN 95-3750445 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,433 participants and $44,405,432 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bristol Farms, Inc.
EIN
95-3750445
Plan number
003
Plan type
2
Location
Carson, CA
Latest filing year
2023
Participants
2,433
End-of-year plan assets
$44,405,432

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,433H, C20241015213638NAL0049867808001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,405,432
Total liabilities (EOY)
$275,206
Net assets (EOY)
$44,130,226
Net assets (BOY)
$39,392,662

Income & contributions

Employer contributions
$397,409
Participant contributions
$2,244,544
Total contributions
$2,957,608
Total income / additions
$9,808,707

Expenses & distributions

Benefits paid
$4,739,468
Administrative expenses
$198,055
Total expenses
$5,071,143
Net increase / (decrease)
$4,737,564

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$117,495$02023
Morgan Stanley Smith BarneyINVESTMENT/FINANCIAL ADVI$80,559$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages