West Point Dairy Products, LLC Retirement — Form 5500 plan (West Point Dairy Products, LLC)

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, West Point Dairy Products, LLC Retirement is a benefit plan reported by West Point Dairy Products, LLC under EIN 20-2548135 and plan number 001. The latest loaded filing year is 2023. The filing reports 499 participants and $12,537,787 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
West Point Dairy Products, LLC
EIN
20-2548135
Plan number
001
Plan type
2
Location
Greenwood, WI
Latest filing year
2023
Participants
499
End-of-year plan assets
$12,537,787

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023499H, C20241002090500NAL0008567921001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,537,787
Total liabilities (EOY)
$0
Net assets (EOY)
$12,537,787
Net assets (BOY)
$10,247,900

Income & contributions

Employer contributions
$670,201
Participant contributions
$1,103,382
Total contributions
$1,773,583
Total income / additions
$3,562,343

Expenses & distributions

Benefits paid
$1,192,967
Administrative expenses
$69,089
Total expenses
$1,272,456
Net increase / (decrease)
$2,289,887

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Avantax Advisory ServicesNONE$39,353not reported in the loaded dataset2023
Ascensus LLCNONE$29,736$222023

Related Form 5500 pages