Siemer Milling Company Employee Stock Ownership Plan And Trust — Form 5500 plan (Siemer Milling Company)
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, Siemer Milling Company Employee Stock Ownership Plan And Trust is a benefit plan reported by Siemer Milling Company under EIN 37-0789904 and plan number 003. The latest loaded filing year is 2023. The filing reports 193 participants and $80,307,112 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Siemer Milling Company
- EIN
- 37-0789904
- Plan number
- 003
- Plan type
- 2
- Location
- Teutopolis, IL
- Latest filing year
- 2023
- Participants
- 193
- End-of-year plan assets
- $80,307,112
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 193 | H, C | 20250130130350NAL0001392992001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $80,307,112
- Total liabilities (EOY)
- $1,432,337
- Net assets (EOY)
- $78,874,775
- Net assets (BOY)
- $80,200,918
Income & contributions
- Employer contributions
- $978,980
- Participant contributions
- $1,204,158
- Total contributions
- $2,183,138
- Total income / additions
- $12,310,038
Expenses & distributions
- Benefits paid
- $13,444,218
- Administrative expenses
- $99,587
- Total expenses
- $13,636,181
- Net increase / (decrease)
- -$1,326,143
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $99,037 | $0 | 2023 |
| Edward Jones | INVESTMENT ADVISORY | $0 | $58,374 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |