2023 Form 5500 filing — Oberweis Dairy, 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 20241014130106NAL0044572256001) for Oberweis Dairy, Inc. 401(K) Profit Sharing Plan, reported by Oberweis Dairy, Inc. under EIN 36-2267516 and plan number 007. It reports 577 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014130106NAL0044572256001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oberweis Dairy, Inc.
- EIN
- 36-2267516
- Plan number
- 007
- Location
- North Aurora, IL
- Participants
- 577
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,679,606
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,679,606
- Employer contributions
- $0
- Participant contributions
- $627,387
- Total income / additions
- $3,874,307
- Benefits paid
- $4,261,357
- Administrative expenses
- $35,254
- Total expenses
- $4,313,693
- Net increase / (decrease)
- -$439,386
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $35,254 | $0 |