2023 Form 5500 filing — Ramona Dairy-401k 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 20241018050928NAL0032590817001) for Ramona Dairy-401k Plan, reported by Ramona Dairy under EIN 82-3218879 and plan number 001. It reports 260 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241018050928NAL0032590817001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ramona Dairy
- EIN
- 82-3218879
- Plan number
- 001
- Location
- San Jacinto, CA
- Participants
- 260
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $163,823
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $163,823
- Participant contributions
- $96,011
- Total income / additions
- $111,919
- Benefits paid
- $16,512
- Administrative expenses
- $2,968
- Total expenses
- $19,480
- Net increase / (decrease)
- $92,439
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $2,968 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |
| Lpl Financial LLC | ADVISOR | $0 | $0 |