Original filing (PDF)20250714135247NAL0001145969001

F.B. PURNELL SAUSAGE CO, INC.

Name: F.B. PURNELL SAUSAGE CO, INC. — F.B. PURNELL SAUSAGE CO., INC. 401(K) PLAN, Form 5500 (2023)
Creator: F.B. PURNELL SAUSAGE CO, INC.

Form 5500

FILING_RECEIVED

F.B. PURNELL SAUSAGE CO., INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

129

Accounts w/ balance

118

Plan assets (EOY)

$8.3M

Net assets (EOY)

$8.3M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for F.B. PURNELL SAUSAGE CO, INC..

Plan sponsor

Name

F.B. PURNELL SAUSAGE CO, INC.

EIN

61-0538808

Address

6931 SHELBYVILLE ROAD · SIMPSONVILLE, KY · 40067

Phone

(502) 722-8205

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ADP, INC.	13-3036745	—	RECORD KEEPER	$18K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
RAYMOND JAMES	59-1237041	—	INVESTMENT/FINANCIAL ADVI	$18K	—

Investments

1 pooled fund· $2.7M(33% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.