2023 Form 5500 filing — Jones Dairy Farm Bargaining Employees' Retirement Savings 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 20241011063926NAL0012222499001) for Jones Dairy Farm Bargaining Employees' Retirement Savings Plan, reported by Jones Dairy Farm under EIN 39-0380850 and plan number 001. It reports 342 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011063926NAL0012222499001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jones Dairy Farm
- EIN
- 39-0380850
- Plan number
- 001
- Location
- Fort Atkinson, WI
- Participants
- 342
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,999,561
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,999,561
- Employer contributions
- $612,556
- Participant contributions
- $1,117,869
- Total income / additions
- $5,267,717
- Benefits paid
- $2,371,620
- Administrative expenses
- -$3,863
- Total expenses
- $2,367,757
- Net increase / (decrease)
- $2,899,960
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cliftonlarsonallen Llp | ACCOUNTANT/AUDITOR | $6,825 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$12,971 | $0 |