Plan5500

Hershey Creamery Company Savings Plan — Form 5500 plan (Hershey Creamery Company)

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, Hershey Creamery Company Savings Plan is a benefit plan reported by Hershey Creamery Company under EIN 23-0691670 and plan number 002. The latest loaded filing year is 2023. The filing reports 857 participants and $40,902,537 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$40.9MPlan net assets, end of year$40,902,537
Participants857Covered participants reported
Assets / participant$47.7KComputed: assets ÷ participants$47,728 (computed)
Provider compensation$103.7K3 Schedule C provider row(s)$103,684
Plan sponsor
Hershey Creamery Company
EIN
23-0691670
Plan number
002
Plan type
2
Location
Harrisburg, PA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    857 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$40.9M total assets
Net assets$40.9MLiabilities$0
Money in vs. money out
Total income / additions$8.7M
Total expenses$2.8M
Benefits paid / distributions$2.7M
Contributions
Employer$1.2M
Participant$2.3M
Full reported line items

Net assets

Total assets (EOY)
$40,902,537
Total liabilities (EOY)
$0
Net assets (EOY)
$40,902,537
Net assets (BOY)
$34,955,551

Income & contributions

Employer contributions
$1,205,819
Participant contributions
$2,266,915
Total contributions
$3,539,098
Total income / additions
$8,697,371

Expenses & distributions

Benefits paid
$2,715,744
Administrative expenses
$31,111
Total expenses
$2,750,385
Net increase / (decrease)
$5,946,986
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 35%Participant 65%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income31%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Wells Fargo Advisors Financial Netw$72.6K
    INVESTMENT ADVISORY · Direct $0 · Indirect $72.6K
  2. 2
    Principal Life Insurance Company$31.1K
    CONTRACT ADMINISTRATOR · Direct $31.1K · Indirect $0
  3. 3
    Wilshire Advisors LLC$0
    INVESTMENT ADVISORY · Direct $0 · Indirect $0

Related Form 5500 pages