Plan5500

2023 Form 5500 filing — Rochester Dairy Industry Individual Pension Account 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 20260107105423NAL0014473186001) for Rochester Dairy Industry Individual Pension Account Plan, reported by Rochester Dairy Industry Individual Pension Account Plan under EIN 16-6019488 and plan number 002. It reports 247 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20260107105423NAL0014473186001
Filing year
2023
Form type
1
Plan sponsor
Rochester Dairy Industry Individual Pension Account Plan
EIN
16-6019488
Plan number
002
Location
Rochester, NY
Participants
247
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$19,510,522
Total liabilities (EOY)
$9,268
Net assets (EOY)
$19,501,254
Employer contributions
$368,914
Participant contributions
$729,673
Total income / additions
$3,763,560
Benefits paid
$2,676,927
Administrative expenses
$100,135
Total expenses
$2,787,370
Net increase / (decrease)
$976,190
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Prudential Retirement InsuranceNONE$31,460$0
One Digital Topco LLCNONE$18,750not reported in the loaded dataset
Sean Hucko, Cpa, LLCNONE$18,500not reported in the loaded dataset
Harter Secrest & Emery LlpNONE$17,050not reported in the loaded dataset
Marsh Usa IncNONE$8,125not reported in the loaded dataset
Resources Investment Advisors IncNONE$6,250not reported in the loaded dataset

Related Form 5500 pages