Wapsie Valley Creamery, 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, Wapsie Valley Creamery, Inc. (EIN 42-0582210) is a plan sponsor located in Independence, IA 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
42-0582210
Location
Independence, IA
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$10,809,400
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$10,809,400

Contributions & income

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

Expenses & distributions

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

Coverage

Total reported participants
130
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

Wapsie Valley Creamery, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Wapsie Valley Creamery, Inc. Profit Sharing Plan And Trust001130$10,809,4002023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Wapsie Valley Creamery, Inc.
YearPlanParticipantsSchedulesFiling
2023Wapsie Valley Creamery, Inc. Profit Sharing Plan And Trust130H, C20241011094800NAL0010782995001

Related Form 5500 pages