2023 Form 5500 filing — Upstate Farms Dairy, LLC Retirement 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 20241015082856NAL0056628562001) for Upstate Farms Dairy, LLC Retirement Plan, reported by Upstate Niagara Cooperative, Inc under EIN 16-0845625 and plan number 007. It reports 274 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015082856NAL0056628562001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Upstate Niagara Cooperative, Inc
- EIN
- 16-0845625
- Plan number
- 007
- Location
- Lancaster, NY
- Participants
- 274
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,378,280
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,378,280
- Employer contributions
- $479,257
- Participant contributions
- $818,091
- Total income / additions
- $2,570,421
- Benefits paid
- $427,856
- Administrative expenses
- $8,735
- Total expenses
- $446,020
- Net increase / (decrease)
- $2,124,401
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $8,735 | $0 |