California Dairies, Inc. 401(K) Savings Plan — Form 5500 plan (California Dairies, 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, California Dairies, Inc. 401(K) Savings Plan is a benefit plan reported by California Dairies, Inc. under EIN 95-0614400 and plan number 001. The latest loaded filing year is 2023. The filing reports 862 participants and $100,496,310 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- California Dairies, Inc.
- EIN
- 95-0614400
- Plan number
- 001
- Plan type
- 2
- Location
- Visalia, CA
- Latest filing year
- 2023
- Participants
- 862
- End-of-year plan assets
- $100,496,310
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 862 | H, C | 20250916124852NAL0003051056001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $100,496,310
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $100,496,310
- Net assets (BOY)
- $61,751,184
Income & contributions
- Employer contributions
- $4,276,677
- Participant contributions
- $3,889,789
- Total contributions
- $9,176,195
- Total income / additions
- $20,419,189
Expenses & distributions
- Benefits paid
- $9,186,925
- Administrative expenses
- $136,878
- Total expenses
- $9,323,803
- Net increase / (decrease)
- $11,095,386
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $96,077 | $0 | 2023 |
| Raymond James Financial Service Adv | NONE | $52,000 | not reported in the loaded dataset | 2023 |
| Hawley, Troxell Ennis & Hawley Llp | NONE | $21,970 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for California Dairies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Visalia, CA
- T Rowe Price Rps Inc — Schedule C compensation
- Raymond James Financial Service Adv — Schedule C compensation
- Hawley, Troxell Ennis & Hawley Llp — Schedule C compensation