2023 Form 5500 filing — Producers Dairy Foods Inc. 401(K) Profit Sharing 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 20250715170218NAL0001483395001) for Producers Dairy Foods Inc. 401(K) Profit Sharing Plan, reported by Producers Dairy Foods Inc. under EIN 94-0783760 and plan number 002. It reports 1,898 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715170218NAL0001483395001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Producers Dairy Foods Inc.
- EIN
- 94-0783760
- Plan number
- 002
- Location
- Fresno, CA
- Participants
- 1,898
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $74,242,322
- Net assets (EOY)
- $74,242,322
- Employer contributions
- $2,023,270
- Participant contributions
- $4,693,062
- Total income / additions
- $22,089,143
- Benefits paid
- $5,160,445
- Administrative expenses
- $257,362
- Total expenses
- $5,450,146
- Net increase / (decrease)
- $16,638,997
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $117,813 | $0 |
| Moss Adams | AUDITOR | $84,395 | not reported in the loaded dataset |
| Prime Pensions Northwest LLC | ACCOUNTING | $24,615 | not reported in the loaded dataset |
| Roehl-Yi Investment Advisors, LLC | CONSULTING | $18,750 | not reported in the loaded dataset |
| Kernutt Stokes (LLC) | AUDITOR | $11,789 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |