2023 Form 5500 filing — United Dairy, Inc. 401(K) 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 20250227132538NAL0002267777001) for United Dairy, Inc. 401(K) Plan, reported by United Dairy, Inc. under EIN 34-1141090 and plan number 003. It reports 141 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250227132538NAL0002267777001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Dairy, Inc.
- EIN
- 34-1141090
- Plan number
- 003
- Location
- Martins Ferry, OH
- Participants
- 141
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,158,519
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,158,519
- Employer contributions
- $282,319
- Participant contributions
- $390,263
- Total income / additions
- $2,097,318
- Benefits paid
- $320,706
- Administrative expenses
- $14,342
- Total expenses
- $335,048
- Net increase / (decrease)
- $1,762,270
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Advisor Networks LLC | INVESTMENT ADVISOR | $13,985 | not reported in the loaded dataset |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $357 | $0 |