2023 Form 5500 filing — Klondike Cheese Co. 401(K) 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 20241015163016NAL0030347233001) for Klondike Cheese Co. 401(K) Retirement Plan, reported by Klondike Cheese Co. under EIN 39-1185892 and plan number 001. It reports 238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015163016NAL0030347233001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Klondike Cheese Co.
- EIN
- 39-1185892
- Plan number
- 001
- Location
- Monroe, WI
- Participants
- 238
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,373,162
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,373,162
- Employer contributions
- $1,479,756
- Participant contributions
- $1,074,897
- Total income / additions
- $7,152,535
- Benefits paid
- $1,997,020
- Administrative expenses
- $110,150
- Total expenses
- $2,107,170
- Net increase / (decrease)
- $5,045,365
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Private Advisor Group | NONE | $72,665 | not reported in the loaded dataset |
| Oneamerica Retirement Services LLC | NONE | $37,485 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |