2023 Form 5500 filing — West Point Dairy Products, LLC Retirement
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 20241002090500NAL0008567921001) for West Point Dairy Products, LLC Retirement, reported by West Point Dairy Products, LLC under EIN 20-2548135 and plan number 001. It reports 499 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002090500NAL0008567921001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- West Point Dairy Products, LLC
- EIN
- 20-2548135
- Plan number
- 001
- Location
- Greenwood, WI
- Participants
- 499
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,537,787
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,537,787
- Employer contributions
- $670,201
- Participant contributions
- $1,103,382
- Total income / additions
- $3,562,343
- Benefits paid
- $1,192,967
- Administrative expenses
- $69,089
- Total expenses
- $1,272,456
- Net increase / (decrease)
- $2,289,887
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Avantax Advisory Services | NONE | $39,353 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $29,736 | $22 |