2023 Form 5500 filing — Siemer Milling Company Employee Stock Ownership Plan And Trust
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 20250130130350NAL0001392992001) for Siemer Milling Company Employee Stock Ownership Plan And Trust, reported by Siemer Milling Company under EIN 37-0789904 and plan number 003. It reports 193 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250130130350NAL0001392992001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Siemer Milling Company
- EIN
- 37-0789904
- Plan number
- 003
- Location
- Teutopolis, IL
- Participants
- 193
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $80,307,112
- Total liabilities (EOY)
- $1,432,337
- Net assets (EOY)
- $78,874,775
- Employer contributions
- $978,980
- Participant contributions
- $1,204,158
- Total income / additions
- $12,310,038
- Benefits paid
- $13,444,218
- Administrative expenses
- $99,587
- Total expenses
- $13,636,181
- Net increase / (decrease)
- -$1,326,143
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $99,037 | $0 |
| Edward Jones | INVESTMENT ADVISORY | $0 | $58,374 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |