Pension Plan For Union Employees Of Johanna Foods, Inc., Lacto Milk Products Division — Form 5500 plan (Johanna Foods, 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, Pension Plan For Union Employees Of Johanna Foods, Inc., Lacto Milk Products Division is a benefit plan reported by Johanna Foods, Inc. under EIN 22-2973062 and plan number 003. The latest loaded filing year is 2023. The filing reports 101 participants and $4,927,479 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Johanna Foods, Inc.
EIN
22-2973062
Plan number
003
Plan type
2
Location
Flemington, NJ
Latest filing year
2023
Participants
101
End-of-year plan assets
$4,927,479

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023101H, C20241015133734NAL0048162128001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,927,479
Total liabilities (EOY)
$0
Net assets (EOY)
$4,927,479
Net assets (BOY)
$4,320,089

Income & contributions

Employer contributions
$233,000
Total contributions
$233,000
Total income / additions
$772,308

Expenses & distributions

Benefits paid
$148,713
Administrative expenses
$16,205
Total expenses
$164,918
Net increase / (decrease)
$607,390

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bank Of AmericaNONE$1,606not reported in the loaded dataset2023

Related Form 5500 pages