Jones Dairy Farm Thrift Plan — Form 5500 plan (Jones Dairy Farm)
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, Jones Dairy Farm Thrift Plan is a benefit plan reported by Jones Dairy Farm under EIN 39-0380850 and plan number 002. The latest loaded filing year is 2023. The filing reports 195 participants and $30,328,788 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jones Dairy Farm
- EIN
- 39-0380850
- Plan number
- 002
- Plan type
- 2
- Location
- Fort Atkinson, WI
- Latest filing year
- 2023
- Participants
- 195
- End-of-year plan assets
- $30,328,788
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 195 | H, C | 20241011065008NAL0043441922001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,328,788
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,328,788
- Net assets (BOY)
- $27,108,652
Income & contributions
- Employer contributions
- $553,597
- Participant contributions
- $1,257,798
- Total contributions
- $1,836,383
- Total income / additions
- $6,607,524
Expenses & distributions
- Benefits paid
- $3,392,548
- Administrative expenses
- -$5,160
- Total expenses
- $3,387,388
- Net increase / (decrease)
- $3,220,136
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cliftonlarsonallen Llp | ACCOUNTANT\AUDITOR | $6,825 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$13,928 | $0 | 2023 |