Milk Industry Management Corporation Cash Or Deferred Profit Sharing Plan — Form 5500 plan (Milk Industry Management Corporation)
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, Milk Industry Management Corporation Cash Or Deferred Profit Sharing Plan is a benefit plan reported by Milk Industry Management Corporation under EIN 23-1718524 and plan number 004. The latest loaded filing year is 2023. The filing reports 125 participants and $9,677,619 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Milk Industry Management Corporation
- EIN
- 23-1718524
- Plan number
- 004
- Plan type
- 2
- Location
- Burlington, NJ
- Latest filing year
- 2023
- Participants
- 125
- End-of-year plan assets
- $9,677,619
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 125 | H, C | 20241014192211NAL0047264496001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,677,619
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,677,619
- Net assets (BOY)
- $9,236,779
Income & contributions
- Employer contributions
- $293,087
- Participant contributions
- $448,795
- Total contributions
- $749,474
- Total income / additions
- $1,958,682
Expenses & distributions
- Benefits paid
- $1,514,526
- Administrative expenses
- $3,316
- Total expenses
- $1,517,842
- Net increase / (decrease)
- $440,840
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Osaic Wealth, Inc. | OTHER SERVICES | $0 | $3,843 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $2,456 | $0 | 2023 |