2023 Form 5500 filing — Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240826113702NAL0009653921001) for Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan, reported by Great Lakes Cheese Co under EIN 34-1015620 and plan number 002. It reports 4,879 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240826113702NAL0009653921001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Great Lakes Cheese Co
- EIN
- 34-1015620
- Plan number
- 002
- Location
- Hiram, OH
- Participants
- 4,879
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $504,257,458
- Total liabilities (EOY)
- $25,346
- Net assets (EOY)
- $504,232,112
- Employer contributions
- $11,461,427
- Total income / additions
- $135,954,169
- Benefits paid
- $41,553,097
- Administrative expenses
- $481,630
- Total expenses
- $42,034,727
- Net increase / (decrease)
- $93,919,442
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs | INV ADV, PARTICIPANTS | $268,297 | not reported in the loaded dataset |
| Principal | RECORDKEEPER/BOOKKEEPER | $103,088 | not reported in the loaded dataset |
| First Fiduciary | INVESTMENT MANAGEMENT | $99,245 | not reported in the loaded dataset |
| Meaden And Moore | ACCOUNTANT | $11,000 | not reported in the loaded dataset |