2023 Form 5500 filing — Larson Dairy, Inc. Profit Sharing 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 20250501105132NAL0001982579001) for Larson Dairy, Inc. Profit Sharing Plan And Trust, reported by Larson Dairy, Inc. under EIN 59-1213436 and plan number 001. It reports 193 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$6.5MReported net assets$6,508,892
Participants193
Provider compensation$57.1K2 Schedule C row(s)$57,091
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250501105132NAL0001982579001
Plan sponsor
Larson Dairy, Inc.
EIN
59-1213436
Plan number
001
Location
Okeechobee, FL
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)$6.5M total assets
Net assets$6.5MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$381.5K
Benefits paid / distributions$343K
Contributions
Employer$136K
Participant$27.3K
Full reported line items
Total assets (EOY)
$6,508,892
Total liabilities (EOY)
$0
Net assets (EOY)
$6,508,892
Employer contributions
$136,044
Participant contributions
$27,333
Total income / additions
$1,156,095
Benefits paid
$343,046
Administrative expenses
$38,471
Total expenses
$381,517
Net increase / (decrease)
$774,578

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance CompanyRECORDKEEPER$39,421$0
Onedigital Investment Advisors LLCCONTRACT ADMIN$17,670not reported in the loaded dataset

Related Form 5500 pages