Plan5500

Jones Dairy Farm Non Union Employees Pension Plan — Form 5500 plan (Jones Dairy Farm & Subsidiary)

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, Jones Dairy Farm Non Union Employees Pension Plan is a benefit plan reported by Jones Dairy Farm & Subsidiary under EIN 39-0380850 and plan number 006. The latest loaded filing year is 2023. The filing reports 87 participants and $7,918,811 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jones Dairy Farm & Subsidiary
EIN
39-0380850
Plan number
006
Plan type
2
Location
Fort Atkinson, WI
Latest filing year
2023
Participants
87
End-of-year plan assets
$7,918,811

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202387H, C20241007123021NAL0015161953001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,918,811
Total liabilities (EOY)
$0
Net assets (EOY)
$7,918,811
Net assets (BOY)
$7,052,643

Income & contributions

Total contributions
$0
Total income / additions
$993,506

Expenses & distributions

Benefits paid
$94,248
Administrative expenses
$33,090
Total expenses
$127,338
Net increase / (decrease)
$866,168

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Baird AdvisorsNONE$26,783not reported in the loaded dataset2023
Bmo Harris Bank NaNONE$6,306$02023

Related Form 5500 pages