Klondike Cheese Co. 401(K) Retirement Plan — Form 5500 plan (Klondike 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, Klondike Cheese Co. 401(K) Retirement Plan is a benefit plan reported by Klondike Cheese Co. under EIN 39-1185892 and plan number 001. The latest loaded filing year is 2023. The filing reports 238 participants and $31,373,162 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Klondike Cheese Co.
- EIN
- 39-1185892
- Plan number
- 001
- Plan type
- 2
- Location
- Monroe, WI
- Latest filing year
- 2023
- Participants
- 238
- End-of-year plan assets
- $31,373,162
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 238 | H, C | 20241015163016NAL0030347233001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,373,162
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,373,162
- Net assets (BOY)
- $26,327,797
Income & contributions
- Employer contributions
- $1,479,756
- Participant contributions
- $1,074,897
- Total contributions
- $2,554,653
- Total income / additions
- $7,152,535
Expenses & distributions
- Benefits paid
- $1,997,020
- Administrative expenses
- $110,150
- Total expenses
- $2,107,170
- Net increase / (decrease)
- $5,045,365
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Private Advisor Group | NONE | $72,665 | not reported in the loaded dataset | 2023 |
| Oneamerica Retirement Services LLC | NONE | $37,485 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |