2023 Form 5500 filing — Milk Source Companies Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241001042626NAL0003056899001) for Milk Source Companies Retirement Plan, reported by Milk Source, LLC under EIN 39-1954636 and plan number 001. It reports 463 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001042626NAL0003056899001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Milk Source, LLC
- EIN
- 39-1954636
- Plan number
- 001
- Location
- Kaukauna, WI
- Participants
- 463
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,458,754
- Net assets (EOY)
- $9,458,754
- Employer contributions
- $334,720
- Participant contributions
- $618,936
- Total income / additions
- $2,388,670
- Benefits paid
- $574,952
- Administrative expenses
- $39,521
- Total expenses
- $614,473
- Net increase / (decrease)
- $1,774,197
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $35,258 | $0 |
| Pension Consultants Co., Inc. | TPA | $2,537 | $0 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY - PLA | $1,726 | $0 |
| Lpl Financial | BROKER | $0 | $1,056 |