2023 Form 5500 filing — California Dairies, Inc. 401(K) Savings 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 20250916124852NAL0003051056001) for California Dairies, Inc. 401(K) Savings Plan, reported by California Dairies, Inc. under EIN 95-0614400 and plan number 001. It reports 862 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250916124852NAL0003051056001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- California Dairies, Inc.
- EIN
- 95-0614400
- Plan number
- 001
- Location
- Visalia, CA
- Participants
- 862
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $100,496,310
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $100,496,310
- Employer contributions
- $4,276,677
- Participant contributions
- $3,889,789
- Total income / additions
- $20,419,189
- Benefits paid
- $9,186,925
- Administrative expenses
- $136,878
- Total expenses
- $9,323,803
- Net increase / (decrease)
- $11,095,386
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $96,077 | $0 |
| Raymond James Financial Service Adv | NONE | $52,000 | not reported in the loaded dataset |
| Hawley, Troxell Ennis & Hawley Llp | NONE | $21,970 | not reported in the loaded dataset |