Larson Dairy — 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, Larson Dairy (EIN 59-1213436) is a plan sponsor located in Okeechobee, FL 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
59-1213436
Location
Okeechobee, FL
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6.5MSummed across loaded plans$6,508,892
Total reported assets$6.5M$6,508,892
Total reported participants258
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$6.5M total assets
Net assets$6.5MLiabilities$0
Contributions & income
Employer contributions$136K
Participant contributions$27.3K
Total income / additions$1.2M
Expenses & distributions
Benefits paid / distributions$343K
Total expenses$381.5K
Net increase / (decrease)$774.6K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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%Larson Dairy, Inc. Profit Sharing Plan And Trust
Participants per plan129Average 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
    Plan #001 · 193 participants · 2023
  2. 2
    Larson Dairy Health And Welfare Plannot reported in the loaded dataset
    Plan #501 · 65 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Larson Dairy
YearPlanParticipantsSchedulesFiling
2023Larson Dairy, Inc. Profit Sharing Plan And Trust193H, C20250501105132NAL0001982579001
2023Larson Dairy Health And Welfare Plan6520250620152328NAL0005824496001

Related Form 5500 pages