Heritage'S Dairy Stores, Inc. 401(K) Salary Reduction Plan & Trust — Form 5500 plan (Heritage'S Dairy Stores, 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, Heritage'S Dairy Stores, Inc. 401(K) Salary Reduction Plan & Trust is a benefit plan reported by Heritage'S Dairy Stores, Inc. under EIN 21-0717632 and plan number 001. The latest loaded filing year is 2023. The filing reports 179 participants and $5,806,503 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heritage'S Dairy Stores, Inc.
- EIN
- 21-0717632
- Plan number
- 001
- Plan type
- 2
- Location
- Thorofare, NJ
- Latest filing year
- 2023
- Participants
- 179
- End-of-year plan assets
- $5,806,503
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 179 | H, C | 20240805084311NAL0000947409001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,806,503
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,806,503
- Net assets (BOY)
- $4,905,010
Income & contributions
- Employer contributions
- $210,071
- Participant contributions
- $326,727
- Total contributions
- $536,798
- Total income / additions
- $1,354,029
Expenses & distributions
- Benefits paid
- $407,787
- Administrative expenses
- $44,749
- Total expenses
- $452,536
- Net increase / (decrease)
- $901,493
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Summit Group Retirement Planners | ADVISOR | $17,999 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $16,435 | $0 | 2023 |
| William E Howe | ACCOUNTANT/AUDITOR | $8,815 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Heritage'S Dairy Stores, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Thorofare, NJ
- Summit Group Retirement Planners — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- William E Howe — Schedule C compensation