Wapsie Valley Creamery, Inc. Profit Sharing Plan And Trust — Form 5500 plan (Wapsie Valley Creamery, 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, Wapsie Valley Creamery, Inc. Profit Sharing Plan And Trust is a benefit plan reported by Wapsie Valley Creamery, Inc. under EIN 42-0582210 and plan number 001. The latest loaded filing year is 2023. The filing reports 130 participants and $10,809,400 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wapsie Valley Creamery, Inc.
EIN
42-0582210
Plan number
001
Plan type
2
Location
Independence, IA
Latest filing year
2023
Participants
130
End-of-year plan assets
$10,809,400

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023130H, C20241011094800NAL0010782995001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,809,400
Total liabilities (EOY)
$0
Net assets (EOY)
$10,809,400
Net assets (BOY)
$9,871,547

Income & contributions

Employer contributions
$252,949
Participant contributions
$399,195
Total contributions
$654,755
Total income / additions
$1,978,242

Expenses & distributions

Benefits paid
$987,119
Administrative expenses
$53,270
Total expenses
$1,040,389
Net increase / (decrease)
$937,853

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Avantax Retirement Plan ServicesNA$53,269not reported in the loaded dataset2023

Related Form 5500 pages