Foremost Farms Usa 401(K) Savings Plan — Form 5500 plan (Foremost Farms Usa)
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, Foremost Farms Usa 401(K) Savings Plan is a benefit plan reported by Foremost Farms Usa under EIN 39-1805431 and plan number 003. The latest loaded filing year is 2023. The filing reports 663 participants and $63,510,387 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Foremost Farms Usa
- EIN
- 39-1805431
- Plan number
- 003
- Plan type
- 2
- Location
- Middleton, WI
- Latest filing year
- 2023
- Participants
- 663
- End-of-year plan assets
- $63,510,387
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 663 | H, C | 20241015123817NAL0016407635001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $63,510,387
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,510,387
- Net assets (BOY)
- $53,079,590
Income & contributions
- Employer contributions
- $2,336,729
- Participant contributions
- $3,130,193
- Total contributions
- $8,124,127
- Total income / additions
- $16,799,616
Expenses & distributions
- Benefits paid
- $6,171,572
- Administrative expenses
- $109,487
- Total expenses
- $6,348,847
- Net increase / (decrease)
- $10,450,769
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $66,832 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $42,655 | not reported in the loaded dataset | 2023 |