2023 Form 5500 filing — The Chef'S Warehouse 401(K) Profit Sharing Plan & Trust
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 20241015165659NAL0015122467001) for The Chef'S Warehouse 401(K) Profit Sharing Plan & Trust, reported by Dairyland Usa Corp. under EIN 13-3286147 and plan number 001. It reports 4,452 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015165659NAL0015122467001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dairyland Usa Corp.
- EIN
- 13-3286147
- Plan number
- 001
- Location
- Ridgefield, CT
- Participants
- 4,452
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $99,232,890
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $99,232,890
- Employer contributions
- $3,685,409
- Participant contributions
- $10,242,788
- Total income / additions
- $39,453,620
- Benefits paid
- $4,762,465
- Administrative expenses
- $237,641
- Total expenses
- $5,193,970
- Net increase / (decrease)
- $34,259,650
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | NONE | $237,641 | $0 |
| Creative Planning Inc | NONE | $0 | $60,000 |