Rochester Dairy Industry Individual Pension Account Plan — Form 5500 plan (Rochester Dairy Industry Individual Pension Account Plan)
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, Rochester Dairy Industry Individual Pension Account Plan is a benefit plan reported by Rochester Dairy Industry Individual Pension Account Plan under EIN 16-6019488 and plan number 002. The latest loaded filing year is 2023. The filing reports 247 participants and $19,510,522 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rochester Dairy Industry Individual Pension Account Plan
- EIN
- 16-6019488
- Plan number
- 002
- Plan type
- 1
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 247
- End-of-year plan assets
- $19,510,522
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 247 | H, C | 20260107105423NAL0014473186001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,510,522
- Total liabilities (EOY)
- $9,268
- Net assets (EOY)
- $19,501,254
- Net assets (BOY)
- $18,525,064
Income & contributions
- Employer contributions
- $368,914
- Participant contributions
- $729,673
- Total contributions
- $1,105,714
- Total income / additions
- $3,763,560
Expenses & distributions
- Benefits paid
- $2,676,927
- Administrative expenses
- $100,135
- Total expenses
- $2,787,370
- Net increase / (decrease)
- $976,190
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Retirement Insurance | NONE | $31,460 | $0 | 2023 |
| One Digital Topco LLC | NONE | $18,750 | not reported in the loaded dataset | 2023 |
| Sean Hucko, Cpa, LLC | NONE | $18,500 | not reported in the loaded dataset | 2023 |
| Harter Secrest & Emery Llp | NONE | $17,050 | not reported in the loaded dataset | 2023 |
| Marsh Usa Inc | NONE | $8,125 | not reported in the loaded dataset | 2023 |
| Resources Investment Advisors Inc | NONE | $6,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rochester Dairy Industry Individual Pension Account Plan
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rochester, NY
- Prudential Retirement Insurance — Schedule C compensation
- One Digital Topco LLC — Schedule C compensation
- Sean Hucko, Cpa, LLC — Schedule C compensation
- Harter Secrest & Emery Llp — Schedule C compensation
- Marsh Usa Inc — Schedule C compensation
- Resources Investment Advisors Inc — Schedule C compensation