Larson Dairy, Inc. Profit Sharing Plan And Trust — Form 5500 plan (Larson 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, Larson Dairy, Inc. Profit Sharing Plan And Trust is a benefit plan reported by Larson Dairy, Inc. under EIN 59-1213436 and plan number 001. The latest loaded filing year is 2023. The filing reports 193 participants and $6,508,892 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Larson Dairy, Inc.
EIN
59-1213436
Plan number
001
Plan type
3
Location
Okeechobee, FL
Latest filing year
2023
Participants
193
End-of-year plan assets
$6,508,892

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023193H, C20250501105132NAL0001982579001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,508,892
Total liabilities (EOY)
$0
Net assets (EOY)
$6,508,892
Net assets (BOY)
$5,734,314

Income & contributions

Employer contributions
$136,044
Participant contributions
$27,333
Total contributions
$163,377
Total income / additions
$1,156,095

Expenses & distributions

Benefits paid
$343,046
Administrative expenses
$38,471
Total expenses
$381,517
Net increase / (decrease)
$774,578

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$39,421$02023
Onedigital Investment Advisors LLCCONTRACT ADMIN$17,670not reported in the loaded dataset2023

Related Form 5500 pages