Milk Source Companies Retirement Plan — Form 5500 plan (Milk Source, LLC)
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, Milk Source Companies Retirement Plan is a benefit plan reported by Milk Source, LLC under EIN 39-1954636 and plan number 001. The latest loaded filing year is 2023. The filing reports 463 participants and $9,458,754 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Milk Source, LLC
- EIN
- 39-1954636
- Plan number
- 001
- Plan type
- 2
- Location
- Kaukauna, WI
- Latest filing year
- 2023
- Participants
- 463
- End-of-year plan assets
- $9,458,754
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 463 | H, C | 20241001042626NAL0003056899001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,458,754
- Net assets (EOY)
- $9,458,754
- Net assets (BOY)
- $7,684,557
Income & contributions
- Employer contributions
- $334,720
- Participant contributions
- $618,936
- Total contributions
- $953,656
- Total income / additions
- $2,388,670
Expenses & distributions
- Benefits paid
- $574,952
- Administrative expenses
- $39,521
- Total expenses
- $614,473
- Net increase / (decrease)
- $1,774,197
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $35,258 | $0 | 2023 |
| Pension Consultants Co., Inc. | TPA | $2,537 | $0 | 2023 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY - PLA | $1,726 | $0 | 2023 |
| Lpl Financial | BROKER | $0 | $1,056 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Milk Source, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Kaukauna, WI
- Transamerica Life Insurance Company — Schedule C compensation
- Pension Consultants Co., Inc. — Schedule C compensation
- Mesirow Financial, Inc. — Schedule C compensation
- Lpl Financial — Schedule C compensation