2023 Form 5500 filing — Marathon Cheese Employee'S 401(K) 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 20241003184447NAL0010349889001) for Marathon Cheese Employee'S 401(K) Retirement Plan, reported by Marathon Cheese Corporation under EIN 39-0873270 and plan number 001. It reports 2,763 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003184447NAL0010349889001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Marathon Cheese Corporation
- EIN
- 39-0873270
- Plan number
- 001
- Location
- Marathon, WI
- Participants
- 2,763
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $187,568,090
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $187,568,090
- Employer contributions
- $2,910,956
- Participant contributions
- $10,472,658
- Total income / additions
- $39,790,926
- Benefits paid
- $16,545,864
- Administrative expenses
- $440,818
- Total expenses
- $16,986,682
- Net increase / (decrease)
- $22,804,244
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alerus Financial, N.A. | NONE | $362,244 | $0 |
| Orgel Wealth Management, LLC | NONE | $43,983 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $32,876 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $1,714 | $0 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |