Plan5500

Superior Dairy, Inc. 401(K) Savings Plan & Trust — Form 5500 plan (Superior Dairy, 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, Superior Dairy, Inc. 401(K) Savings Plan & Trust is a benefit plan reported by Superior Dairy, Inc. under EIN 34-0564691 and plan number 005. The latest loaded filing year is 2023. The filing reports 170 participants and $11,488,407 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$11.5MPlan net assets, end of year$11,488,407
Participants170Covered participants reported
Assets / participant$67.6KComputed: assets ÷ participants$67,579 (computed)
Provider compensation$32.6K3 Schedule C provider row(s)$32,617
Plan sponsor
Superior Dairy, Inc.
EIN
34-0564691
Plan number
005
Plan type
2
Location
Canton, OH
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    170 participants · 2Sch HSch C
    View filing →
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)$11.5M total assets
Net assets$11.5MLiabilities$0
Money in vs. money out
Total income / additions$2.3M
Total expenses$609.3K
Benefits paid / distributions$570.3K
Contributions
Employer$108.8K
Participant$371.1K
Full reported line items

Net assets

Total assets (EOY)
$11,488,407
Total liabilities (EOY)
$0
Net assets (EOY)
$11,488,407
Net assets (BOY)
$9,589,486

Income & contributions

Employer contributions
$108,786
Participant contributions
$371,129
Total contributions
$557,394
Total income / additions
$2,301,327

Expenses & distributions

Benefits paid
$570,301
Administrative expenses
$32,617
Total expenses
$609,267
Net increase / (decrease)
$1,692,060
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 23%Participant 77%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income25%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Adp, Inc.$17.6K
    RECORD KEEPER · Direct $17.6K · Indirect $0
  2. 2
    Morgan Stanley Smith Barney$15K
    INVESTMENT/FINANCIAL ADVI · Direct $15K · Indirect $0
  3. 3
    Adp Broker-Dealer$0
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Superior Dairy, Inc. 401(K) Savings Plan & Trust?
Superior Dairy, Inc. 401(K) Savings Plan & Trust is reported as sponsored by Superior Dairy, Inc. (EIN 34-0564691, plan number 005) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Superior Dairy, Inc. 401(K) Savings Plan & Trust?
The latest Form 5500 filing year loaded for Superior Dairy, Inc. 401(K) Savings Plan & Trust is 2023.
How many participants does Superior Dairy, Inc. 401(K) Savings Plan & Trust report?
Superior Dairy, Inc. 401(K) Savings Plan & Trust reports 170 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Superior Dairy, Inc. 401(K) Savings Plan & Trust?
Superior Dairy, Inc. 401(K) Savings Plan & Trust reports $11,488,407 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages