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, Oberweis Dairy, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Oberweis Dairy, Inc. under EIN 36-2267516 and plan number 007. The latest loaded filing year is 2023. The filing reports 577 participants and $17,679,606 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,679,606
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,679,606
- Net assets (BOY)
- $18,118,992
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $627,387
- Total contributions
- $627,387
- Total income / additions
- $3,874,307
Expenses & distributions
- Benefits paid
- $4,261,357
- Administrative expenses
- $35,254
- Total expenses
- $4,313,693
- Net increase / (decrease)
- -$439,386