2023 Form 5500 filing — Idaho Milk Products, Inc 401(K) 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 20241008105037NAL0016475585001) for Idaho Milk Products, Inc 401(K) Plan, reported by Idaho Milk Products, Inc under EIN 26-0769169 and plan number 001. It reports 263 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008105037NAL0016475585001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Idaho Milk Products, Inc
- EIN
- 26-0769169
- Plan number
- 001
- Location
- Jerome, ID
- Participants
- 263
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,213,868
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,213,868
- Employer contributions
- $853,587
- Participant contributions
- $1,114,630
- Total income / additions
- $3,914,755
- Benefits paid
- $1,600,843
- Administrative expenses
- $34,265
- Total expenses
- $1,635,108
- Net increase / (decrease)
- $2,279,647
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group LLC | INVESTMENT MGMT | $17,405 | not reported in the loaded dataset |
| Wells Fargo Advisors Fin Network Ll | ADVISOR | $15,237 | not reported in the loaded dataset |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $1,615 | $0 |
| Empower Annuity Insurance Co Of Ame | OTHER | $9 | not reported in the loaded dataset |