Larson Dairy, Inc. Profit Sharing Plan And Trust — Form 5500 plan (Larson Dairy, Inc.)
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, Larson Dairy, Inc. Profit Sharing Plan And Trust is a benefit plan reported by Larson Dairy, Inc. under EIN 59-1213436 and plan number 001. The latest loaded filing year is 2023. The filing reports 193 participants and $6,508,892 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$6.5MPlan net assets, end of year$6,508,892
Participants193Covered participants reported
Assets / participant$33.7KComputed: assets ÷ participants$33,725 (computed)
Provider compensation$57.1K2 Schedule C provider row(s)$57,091
- Plan sponsor
- Larson Dairy, Inc.
- EIN
- 59-1213436
- Plan number
- 001
- Plan type
- 3
- Location
- Okeechobee, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 193 | H, C | 20250501105132NAL0001982579001 |
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)$6.5M total assets
Net assets$6.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $6,508,892
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,508,892
- Net assets (BOY)
- $5,734,314
Income & contributions
- Employer contributions
- $136,044
- Participant contributions
- $27,333
- Total contributions
- $163,377
- Total income / additions
- $1,156,095
Expenses & distributions
- Benefits paid
- $343,046
- Administrative expenses
- $38,471
- Total expenses
- $381,517
- Net increase / (decrease)
- $774,578
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $39,421 | $0 | 2023 |
| Onedigital Investment Advisors LLC | CONTRACT ADMIN | $17,670 | not reported in the loaded dataset | 2023 |