Idaho Milk Products, Inc 401(K) Plan — Form 5500 plan (Idaho Milk Products, 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, Idaho Milk Products, Inc 401(K) Plan is a benefit plan reported by Idaho Milk Products, Inc under EIN 26-0769169 and plan number 001. The latest loaded filing year is 2023. The filing reports 263 participants and $12,213,868 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Idaho Milk Products, Inc
- EIN
- 26-0769169
- Plan number
- 001
- Plan type
- 2
- Location
- Jerome, ID
- Latest filing year
- 2023
- Participants
- 263
- End-of-year plan assets
- $12,213,868
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 263 | H, C | 20241008105037NAL0016475585001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,213,868
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,213,868
- Net assets (BOY)
- $9,934,221
Income & contributions
- Employer contributions
- $853,587
- Participant contributions
- $1,114,630
- Total contributions
- $2,137,847
- Total income / additions
- $3,914,755
Expenses & distributions
- Benefits paid
- $1,600,843
- Administrative expenses
- $34,265
- Total expenses
- $1,635,108
- Net increase / (decrease)
- $2,279,647
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group LLC | INVESTMENT MGMT | $17,405 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors Fin Network Ll | ADVISOR | $15,237 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $1,615 | $0 | 2023 |
| Empower Annuity Insurance Co Of Ame | OTHER | $9 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Idaho Milk Products, Inc
- 2023 Form 5500 filing
- Form 5500 filings in ID
- 401(k) and benefit plan filings in Jerome, ID
- Empower Advisory Group LLC — Schedule C compensation
- Wells Fargo Advisors Fin Network Ll — Schedule C compensation
- Empower Annuity Insurance Co Of Ame — Schedule C compensation