Original filing (PDF)20260127071439NAL0002700211001

SUN ORCHARD FRUIT COMPANY, INC.

Name: SUN ORCHARD FRUIT COMPANY, INC. — SUN ORCHARD FRUIT CO., INC. RESTATED AND AMENDED DEFERRED PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SUN ORCHARD FRUIT COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

SUN ORCHARD FRUIT CO., INC. RESTATED AND AMENDED DEFERRED PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.2M

Net assets (EOY)

$9.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUN ORCHARD FRUIT COMPANY, INC..

Plan sponsor

Name

SUN ORCHARD FRUIT COMPANY, INC.

EIN

16-0907973

Address

2087 TRANSIT ROAD · BURT, NY · 140289719

Phone

(716) 778-8544

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-09-01

Tax period

2025-08-31

Filed

2026-01-27

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

GARDEN FRESH SALAD, INC.

GARDEN FRESH SALAD, INC. 401K PLAN

$9.2M · 60 participants

THE RICHARD FRANCO AGENCY, INC.

THE RICHARD FRANCO AGENCY, INC. PROFIT SHARING PLAN

$9.2M · 18 participants

CHELTEN HOUSE PRODUCTS, LLC

CHP 401(K) PLAN

$9.2M · 475 participants

WORLD CHEESE CO., INC.

WORLD CHEESE CO., INC. PROFIT SHARING TRUST

$9.2M · 14 participants

RIO VISTA VENTURES, LLC

RIO VISTA VENTURES, LLC EMPLOYEES SAVINGS & RETIREMENT PLAN