Nasonville Dairy, Inc. Retirement Plan — Form 5500 plan (Nasonville Dairy, Inc.)

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, Nasonville Dairy, Inc. Retirement Plan is a benefit plan reported by Nasonville Dairy, Inc. under EIN 39-1531117 and plan number 001. The latest loaded filing year is 2023. The filing reports 126 participants and $6,841,901 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nasonville Dairy, Inc.
EIN
39-1531117
Plan number
001
Plan type
2
Location
Marshfield, WI
Latest filing year
2023
Participants
126
End-of-year plan assets
$6,841,901

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023126H, C20240903111449NAL0018860225001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,841,901
Total liabilities (EOY)
$0
Net assets (EOY)
$6,841,901
Net assets (BOY)
$5,148,570

Income & contributions

Employer contributions
$686,422
Participant contributions
$106,302
Total contributions
$792,724
Total income / additions
$1,939,107

Expenses & distributions

Benefits paid
$237,426
Administrative expenses
$8,350
Total expenses
$245,776
Net increase / (decrease)
$1,693,331

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Economic Group Pension ServicesTHIRD PARTY ADMINISTRATO$0$17,2092023

Related Form 5500 pages