2023 Form 5500 filing — Foremost Farms Usa 401(K) Plan And Trust For Union Members
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 20241015124142NAL0029660337001) for Foremost Farms Usa 401(K) Plan And Trust For Union Members, reported by Foremost Farms Usa under EIN 39-1805431 and plan number 004. It reports 769 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)$28.1MReported net assets$28,120,674
Participants769
Provider compensation$95.1K3 Schedule C row(s)$95,121
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015124142NAL0029660337001
- Plan sponsor
- Foremost Farms Usa
- EIN
- 39-1805431
- Plan number
- 004
- Location
- Middleton, WI
- Received date
- not reported in the loaded dataset
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)$28.1M total assets
Net assets$28.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $28,120,674
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,120,674
- Employer contributions
- $630,568
- Participant contributions
- $1,435,465
- Total income / additions
- $6,155,325
- Benefits paid
- $3,203,924
- Administrative expenses
- $95,121
- Total expenses
- $3,310,723
- Net increase / (decrease)
- $2,844,602
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORD KEEPER | $66,979 | $0 |
| Empower Advisory Group, LLC | INVESTMENT ADVISOR | $27,842 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | OTHER | $300 | not reported in the loaded dataset |