Plan5500

Ramona Dairy-401k Plan — Form 5500 plan (Ramona Dairy)

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, Ramona Dairy-401k Plan is a benefit plan reported by Ramona Dairy under EIN 82-3218879 and plan number 001. The latest loaded filing year is 2023. The filing reports 260 participants and $163,823 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ramona Dairy
EIN
82-3218879
Plan number
001
Plan type
2
Location
San Jacinto, CA
Latest filing year
2023
Participants
260
End-of-year plan assets
$163,823

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023260H, C20241018050928NAL0032590817001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$163,823
Total liabilities (EOY)
$0
Net assets (EOY)
$163,823
Net assets (BOY)
$71,384

Income & contributions

Participant contributions
$96,011
Total contributions
$96,011
Total income / additions
$111,919

Expenses & distributions

Benefits paid
$16,512
Administrative expenses
$2,968
Total expenses
$19,480
Net increase / (decrease)
$92,439

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$2,968$02023
Adp Broker-DealerRECORD KEEPER$0$02023
Lpl Financial LLCADVISOR$0$02023

Related Form 5500 pages