Marathon Cheese Employee'S 401(K) Retirement Plan — Form 5500 plan (Marathon Cheese Corporation)
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, Marathon Cheese Employee'S 401(K) Retirement Plan is a benefit plan reported by Marathon Cheese Corporation under EIN 39-0873270 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,763 participants and $187,568,090 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marathon Cheese Corporation
- EIN
- 39-0873270
- Plan number
- 001
- Plan type
- 2
- Location
- Marathon, WI
- Latest filing year
- 2023
- Participants
- 2,763
- End-of-year plan assets
- $187,568,090
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,763 | H, C | 20241003184447NAL0010349889001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $187,568,090
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $187,568,090
- Net assets (BOY)
- $164,763,846
Income & contributions
- Employer contributions
- $2,910,956
- Participant contributions
- $10,472,658
- Total contributions
- $15,053,394
- Total income / additions
- $39,790,926
Expenses & distributions
- Benefits paid
- $16,545,864
- Administrative expenses
- $440,818
- Total expenses
- $16,986,682
- Net increase / (decrease)
- $22,804,244
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alerus Financial, N.A. | NONE | $362,244 | $0 | 2023 |
| Orgel Wealth Management, LLC | NONE | $43,983 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $32,876 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $1,714 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Marathon Cheese Corporation
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Marathon, WI
- Alerus Financial, N.A. — Schedule C compensation
- Orgel Wealth Management, LLC — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation