2023 Form 5500 filing — Milk Industry Management Corporation Cash Or Deferred 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 20241014192211NAL0047264496001) for Milk Industry Management Corporation Cash Or Deferred Profit Sharing Plan, reported by Milk Industry Management Corporation under EIN 23-1718524 and plan number 004. It reports 125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014192211NAL0047264496001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Milk Industry Management Corporation
- EIN
- 23-1718524
- Plan number
- 004
- Location
- Burlington, NJ
- Participants
- 125
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,677,619
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,677,619
- Employer contributions
- $293,087
- Participant contributions
- $448,795
- Total income / additions
- $1,958,682
- Benefits paid
- $1,514,526
- Administrative expenses
- $3,316
- Total expenses
- $1,517,842
- Net increase / (decrease)
- $440,840
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Osaic Wealth, Inc. | OTHER SERVICES | $0 | $3,843 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $2,456 | $0 |