Byrne Dairy, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Byrne Dairy, Inc. (EIN 15-0258780) is a plan sponsor located in Lafayette, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
15-0258780
Location
Lafayette, NY
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$33MSummed across loaded plans$33,011,956
Total reported assets$33M$33,011,956
Total reported participants4K4,024
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$33M total assets
Net assets$33MLiabilities$0
Contributions & income
Employer contributions$1.1M
Participant contributions$3.3M
Total income / additions$8.8M
Expenses & distributions
Benefits paid / distributions$2.5M
Total expenses$2.7M
Net increase / (decrease)$6.1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation2 / 2 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Byrne Dairy, Inc. And Sonbyrne Sales, Inc. 401(K) Profit Sharing Plan
Participants per plan2,012Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
  2. 2
    Plan #503 · 1,921 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Byrne Dairy, Inc.
YearPlanParticipantsSchedulesFiling
2023Byrne Dairy, Inc. Group Hospital & Medical Insurance Plan1,921C20241009161755NAL0010830131001
2023Byrne Dairy, Inc. And Sonbyrne Sales, Inc. 401(K) Profit Sharing Plan2,103H, C20241010123842NAL0009989507001

Related Form 5500 pages