Rumiano Cheese Co. 401(K) Profit Sharing Plan — Form 5500 plan (Rumiano Cheese Co.)
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, Rumiano Cheese Co. 401(K) Profit Sharing Plan is a benefit plan reported by Rumiano Cheese Co. under EIN 68-0040051 and plan number 001. The latest loaded filing year is 2023. The filing reports 178 participants and $6,549,208 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rumiano Cheese Co.
- EIN
- 68-0040051
- Plan number
- 001
- Plan type
- 2
- Location
- Willows, CA
- Latest filing year
- 2023
- Participants
- 178
- End-of-year plan assets
- $6,549,208
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 178 | H, C | 20241015160452NAL0029042353001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,549,208
- Total liabilities (EOY)
- $1,325
- Net assets (EOY)
- $6,547,883
- Net assets (BOY)
- $5,702,350
Income & contributions
- Employer contributions
- $246,546
- Participant contributions
- $403,107
- Total contributions
- $649,653
- Total income / additions
- $1,473,368
Expenses & distributions
- Benefits paid
- $572,267
- Administrative expenses
- $55,259
- Total expenses
- $627,835
- Net increase / (decrease)
- $845,533
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kcoe Isom, Llp | NONE | $27,345 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $16,381 | not reported in the loaded dataset | 2023 |