Foremost Farms Usa 401(K) Plan And Trust For Union Members — Form 5500 plan (Foremost Farms Usa)
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, Foremost Farms Usa 401(K) Plan And Trust For Union Members is a benefit plan reported by Foremost Farms Usa under EIN 39-1805431 and plan number 004. The latest loaded filing year is 2023. The filing reports 769 participants and $28,120,674 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$28.1MPlan net assets, end of year$28,120,674
Participants769Covered participants reported
Assets / participant$36.6KComputed: assets ÷ participants$36,568 (computed)
Provider compensation$95.1K3 Schedule C provider row(s)$95,121
- Plan sponsor
- Foremost Farms Usa
- EIN
- 39-1805431
- Plan number
- 004
- Plan type
- 2
- Location
- Middleton, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 769 | H, C | 20241015124142NAL0029660337001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$28.1M total assets
Net assets$28.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $28,120,674
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,120,674
- Net assets (BOY)
- $25,256,100
Income & contributions
- Employer contributions
- $630,568
- Participant contributions
- $1,435,465
- Total contributions
- $2,159,678
- Total income / additions
- $6,155,325
Expenses & distributions
- Benefits paid
- $3,203,924
- Administrative expenses
- $95,121
- Total expenses
- $3,310,723
- Net increase / (decrease)
- $2,844,602
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
31%69%
Employer 31%Participant 69%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income52%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORD KEEPER | $66,979 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT ADVISOR | $27,842 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | OTHER | $300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Foremost Farms Usa
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Middleton, WI
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation