Clover Farms Dairy Company Union Employees 4o1k Plan — Form 5500 plan (Clover Farms Dairy 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, Clover Farms Dairy Company Union Employees 4o1k Plan is a benefit plan reported by Clover Farms Dairy LLC under EIN 92-1062793 and plan number 002. The latest loaded filing year is 2023. The filing reports 282 participants and $6,079,324 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$6.1MPlan net assets, end of year$6,079,324
Participants282Covered participants reported
Assets / participant$21.6KComputed: assets ÷ participants$21,558 (computed)
Provider compensation$50.9K2 Schedule C provider row(s)$50,902
- Plan sponsor
- Clover Farms Dairy LLC
- EIN
- 92-1062793
- Plan number
- 002
- Plan type
- 2
- Location
- Florence, NJ
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 282 | H, C | 20240926140505NAL0001389504001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$6.1M total assets
Net assets$6.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $6,079,324
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,079,324
- Net assets (BOY)
- $5,261,327
Income & contributions
- Employer contributions
- $383,095
- Participant contributions
- $243,729
- Total contributions
- $647,402
- Total income / additions
- $1,433,784
Expenses & distributions
- Benefits paid
- $564,885
- Administrative expenses
- $50,902
- Total expenses
- $615,787
- Net increase / (decrease)
- $817,997
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
61%39%
Employer 61%Participant 39%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income39%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus LLC | NONE | $29,691 | $0 | 2023 |
| Merrill Lynch Retirement & Benefit | NONE | $21,211 | not reported in the loaded dataset | 2023 |