Harrisburg Dairies 401(K) Plan — Form 5500 plan (Harrisburg Dairies, Inc)

Plain-English plan 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, Harrisburg Dairies 401(K) Plan is a benefit plan reported by Harrisburg Dairies, Inc under EIN 23-1279629 and plan number 002. The latest loaded filing year is 2023. The filing reports 132 participants and $3,821,151 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.8MPlan net assets, end of year$3,814,662
Participants132Covered participants reported
Assets / participant$28.9KComputed: assets ÷ participants$28,948 (computed)
Provider compensation$3K1 Schedule C provider row(s)$3,042
Plan sponsor
Harrisburg Dairies, Inc
EIN
23-1279629
Plan number
002
Plan type
2
Location
Harrisburg, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023132H, C20241015090455NAL0029085185001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$3.8M total assets
Net assets$3.8MLiabilities$6.5K
Money in vs. money out
Total income / additions$896.9K
Total expenses$209.5K
Benefits paid / distributions$188.4K
Contributions
Employer$112.5K
Participant$319.8K
Full reported line items

Net assets

Total assets (EOY)
$3,821,151
Total liabilities (EOY)
$6,489
Net assets (EOY)
$3,814,662
Net assets (BOY)
$3,127,279

Income & contributions

Employer contributions
$112,490
Participant contributions
$319,763
Total contributions
$432,253
Total income / additions
$896,906

Expenses & distributions

Benefits paid
$188,386
Administrative expenses
$3,041
Total expenses
$209,523
Net increase / (decrease)
$687,383
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 26%Participant 74%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income21%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Minnesota Life Insurance CompanyNONE$3,042$02023

Related Form 5500 pages