Jones Dairy Farm Master Trust Plan — Form 5500 plan (Jones Dairy Farm & Subsidiary)
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 Master Trust Plan is a benefit plan reported by Jones Dairy Farm & Subsidiary under EIN 39-0380850 and plan number 100. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $19,038,422 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jones Dairy Farm & Subsidiary
- EIN
- 39-0380850
- Plan number
- 100
- Plan type
- 4
- Location
- Fort Atkinson, WI
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $19,038,422
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20241007123335NAL0007569859001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,038,422
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,038,422
- Net assets (BOY)
- $16,945,788
Income & contributions
- Total contributions
- $0
- Total income / additions
- $2,388,086
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $2,388,086
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.