2023 Form 5500 filing — Didion Milling, Inc 401(K) Profit Sharing 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 20241007145303NAL0007697379004) for Didion Milling, Inc 401(K) Profit Sharing Plan, reported by Didion Milling, Inc under EIN 39-1251904 and plan number 001. It reports 333 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$20.6MReported net assets$20,557,206
Participants333
Provider compensation$76K3 Schedule C row(s)$76,003
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241007145303NAL0007697379004
Plan sponsor
Didion Milling, Inc
EIN
39-1251904
Plan number
001
Location
Cambria, WI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$20.6M total assets
Net assets$20.6MLiabilities
Money in vs. money out
Total income / additions$5.2M
Total expenses$612.7K
Benefits paid / distributions$533.3K
Contributions
Employer$759.2K
Participant$1.2M
Full reported line items
Total assets (EOY)
$20,557,206
Net assets (EOY)
$20,557,206
Employer contributions
$759,249
Participant contributions
$1,249,989
Total income / additions
$5,245,962
Benefits paid
$533,291
Administrative expenses
$76,003
Total expenses
$612,741
Net increase / (decrease)
$4,633,221
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $31.9K
  2. 2
    RECORDKEEPER · Direct $23.1K · Indirect $0
  3. 3
    AUDITOR · Direct $21K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007145303NAL0007697379004 cover?
It is the 2023 Form 5500 filing for Didion Milling, Inc 401(K) Profit Sharing Plan, reported by Didion Milling, Inc (EIN 39-1251904).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages