2023 Form 5500 filing — Anderson-Erickson Dairy Co. Profit Sharing And 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 20241014104728NAL0013156163001) for Anderson-Erickson Dairy Co. Profit Sharing And 401(K) Plan, reported by Anderson Erickson Dairy Co. under EIN 42-0115611 and plan number 001. It reports 202 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$16MReported net assets$16,014,035
Participants202
Provider compensation$33.7K3 Schedule C row(s)$33,687
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014104728NAL0013156163001
Plan sponsor
Anderson Erickson Dairy Co.
EIN
42-0115611
Plan number
001
Location
Des Moines, IA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$16M total assets
Net assets$16MLiabilities$0
Money in vs. money out
Total income / additions$3.1M
Total expenses$2.1M
Benefits paid / distributions$2M
Contributions
Employer$219.1K
Participant$478.6K
Full reported line items
Total assets (EOY)
$16,014,035
Total liabilities (EOY)
$0
Net assets (EOY)
$16,014,035
Employer contributions
$219,123
Participant contributions
$478,608
Total income / additions
$3,141,278
Benefits paid
$2,028,772
Administrative expenses
$35,602
Total expenses
$2,064,374
Net increase / (decrease)
$1,076,904
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $27.8K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $5.8K · Indirect $5
  3. 3
    INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014104728NAL0013156163001 cover?
It is the 2023 Form 5500 filing for Anderson-Erickson Dairy Co. Profit Sharing And 401(K) Plan, reported by Anderson Erickson Dairy Co. (EIN 42-0115611).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages