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, Upstate Farms Dairy, LLC Retirement Plan is a benefit plan reported by Upstate Niagara Cooperative, Inc under EIN 16-0845625 and plan number 007. The latest loaded filing year is 2023. The filing reports 274 participants and $9,378,280 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,378,280
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,378,280
- Net assets (BOY)
- $7,306,798
Income & contributions
- Employer contributions
- $479,257
- Participant contributions
- $818,091
- Total contributions
- $1,308,481
- Total income / additions
- $2,570,421
Expenses & distributions
- Benefits paid
- $427,856
- Administrative expenses
- $8,735
- Total expenses
- $446,020
- Net increase / (decrease)
- $2,124,401