Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan — Form 5500 plan (Great Lakes Cheese Co)

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, Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan is a benefit plan reported by Great Lakes Cheese Co under EIN 34-1015620 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,879 participants and $504,257,458 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Great Lakes Cheese Co
EIN
34-1015620
Plan number
002
Plan type
2
Location
Hiram, OH
Latest filing year
2023
Participants
4,879
End-of-year plan assets
$504,257,458

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,879H, C20240826113702NAL0009653921001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$504,257,458
Total liabilities (EOY)
$25,346
Net assets (EOY)
$504,232,112
Net assets (BOY)
$410,312,670

Income & contributions

Employer contributions
$11,461,427
Total contributions
$11,461,427
Total income / additions
$135,954,169

Expenses & distributions

Benefits paid
$41,553,097
Administrative expenses
$481,630
Total expenses
$42,034,727
Net increase / (decrease)
$93,919,442

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
UbsINV ADV, PARTICIPANTS$268,297not reported in the loaded dataset2023
PrincipalRECORDKEEPER/BOOKKEEPER$103,088not reported in the loaded dataset2023
First FiduciaryINVESTMENT MANAGEMENT$99,245not reported in the loaded dataset2023
Meaden And MooreACCOUNTANT$11,000not reported in the loaded dataset2023

Related Form 5500 pages