2023 Form 5500 filing — Byrne Dairy, Inc. And Sonbyrne Sales, 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 20241010123842NAL0009989507001) for Byrne Dairy, Inc. And Sonbyrne Sales, Inc. 401(K) Profit Sharing Plan, reported by Byrne Dairy, Inc. under EIN 15-0258780 and plan number 005. It reports 2,103 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)$33MReported net assets$33,011,956
Participants2.1K2,103
Provider compensation$163.9K3 Schedule C row(s)$163,859
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010123842NAL0009989507001
- Plan sponsor
- Byrne Dairy, Inc.
- EIN
- 15-0258780
- Plan number
- 005
- Location
- Syracuse, NY
- Received date
- not reported in the loaded dataset
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)$33M total assets
Net assets$33MLiabilities$0
Full reported line items
- Total assets (EOY)
- $33,011,956
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,011,956
- Employer contributions
- $1,074,915
- Participant contributions
- $3,286,177
- Total income / additions
- $8,795,421
- Benefits paid
- $2,492,689
- Administrative expenses
- $164,041
- Total expenses
- $2,691,002
- Net increase / (decrease)
- $6,104,419
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $114,557 | $0 |
| Hazard & Siegel Advisory Services L | INVESTMENT ADVISOR | $34,302 | not reported in the loaded dataset |
| Dermody Burke & Brown Cpas LLC | AUDITOR | $15,000 | not reported in the loaded dataset |