Who sponsors the Byrne Dairy, Inc. And Sonbyrne Sales, Inc. 401(K) Profit Sharing Plan?

Byrne Dairy, Inc. And Sonbyrne Sales, Inc. 401(K) Profit Sharing Plan is reported as sponsored by Byrne Dairy, Inc. (EIN 15-0258780, plan number 005) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Byrne Dairy, Inc. And Sonbyrne Sales, Inc. 401(K) Profit Sharing Plan?

The latest Form 5500 filing year loaded for Byrne Dairy, Inc. And Sonbyrne Sales, Inc. 401(K) Profit Sharing Plan is 2023.

How many participants does Byrne Dairy, Inc. And Sonbyrne Sales, Inc. 401(K) Profit Sharing Plan report?

Byrne Dairy, Inc. And Sonbyrne Sales, Inc. 401(K) Profit Sharing Plan reports 2,103 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Byrne Dairy, Inc. And Sonbyrne Sales, Inc. 401(K) Profit Sharing Plan?

Byrne Dairy, Inc. And Sonbyrne Sales, Inc. 401(K) Profit Sharing Plan reports $33,011,956 in end-of-year plan assets in its latest loaded Form 5500 filing.

Byrne Dairy, Inc. And Sonbyrne Sales, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Byrne Dairy, Inc.)

Plain-English plan 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, Byrne Dairy, Inc. And Sonbyrne Sales, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Byrne Dairy, Inc. under EIN 15-0258780 and plan number 005. The latest loaded filing year is 2023. The filing reports 2,103 participants and $33,011,956 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$33MPlan net assets, end of year$33,011,956

Participants2.1KCovered participants reported2,103

Assets / participant$15.7KComputed: assets ÷ participants$15,698 (computed)

Provider compensation$163.9K3 Schedule C provider row(s)$163,859

Plan sponsor: Byrne Dairy, Inc.
EIN: 15-0258780
Plan number: 005
Plan type: 2
Location: Syracuse, NY
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	2,103	H, C	20241010123842NAL0009989507001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$33M total assets

Net assets$33MLiabilities$0

Money in vs. money out

Total income / additions$8.8M

Total expenses$2.7M

Benefits paid / distributions$2.5M

Contributions

Employer$1.1M

Participant$3.3M

Full reported line items

Net assets

Total assets (EOY): $33,011,956
Total liabilities (EOY): $0
Net assets (EOY): $33,011,956
Net assets (BOY): $26,907,537

Income & contributions

Employer contributions: $1,074,915
Participant contributions: $3,286,177
Total contributions: $5,107,664
Total income / additions: $8,795,421

Expenses & distributions

Benefits paid: $2,492,689
Administrative expenses: $164,041
Total expenses: $2,691,002
Net increase / (decrease): $6,104,419

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

25%75%

Employer 25%Participant 75%

Total expenses ÷ net assets8%Computed ratio

Benefits paid ÷ total income28%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Empower Annuity Insurance Company	RECORDKEEPER	$114,557	$0	2023
Hazard & Siegel Advisory Services L	INVESTMENT ADVISOR	$34,302	not reported in the loaded dataset	2023
Dermody Burke & Brown Cpas LLC	AUDITOR	$15,000	not reported in the loaded dataset	2023