Bongards' Creameries 401(K) Plan — Form 5500 plan (Bongards' Creameries)
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, Bongards' Creameries 401(K) Plan is a benefit plan reported by Bongards' Creameries under EIN 41-0158028 and plan number 001. The latest loaded filing year is 2023. The filing reports 781 participants and $39,458,231 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bongards' Creameries
- EIN
- 41-0158028
- Plan number
- 001
- Plan type
- 2
- Location
- Chanhassen, MN
- Latest filing year
- 2023
- Participants
- 781
- End-of-year plan assets
- $39,458,231
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 781 | H, C | 20240930155447NAL0010516464001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,458,231
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,458,231
- Net assets (BOY)
- $32,500,204
Income & contributions
- Employer contributions
- $1,147,594
- Participant contributions
- $3,501,231
- Total contributions
- $5,082,378
- Total income / additions
- $10,229,038
Expenses & distributions
- Benefits paid
- $3,158,624
- Administrative expenses
- $109,499
- Total expenses
- $3,271,011
- Net increase / (decrease)
- $6,958,027
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $78,514 | $0 | 2023 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISORY | $30,985 | $15 | 2023 |