Fage Usa Dairy Industry, Inc. 401(K) Plan — Form 5500 plan (Fage Usa Dairy Industry, 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, Fage Usa Dairy Industry, Inc. 401(K) Plan is a benefit plan reported by Fage Usa Dairy Industry, Inc. under EIN 83-0419718 and plan number 001. The latest loaded filing year is 2023. The filing reports 281 participants and $19,202,078 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$19.2MPlan net assets, end of year$19,202,078
Participants281Covered participants reported
Assets / participant$68.3KComputed: assets ÷ participants$68,335 (computed)
Provider compensationNone reported
Plan sponsor
Fage Usa Dairy Industry, Inc.
EIN
83-0419718
Plan number
001
Plan type
2
Location
Johnstown, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023281H20250613132752NAL0017590385001
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)$19.2M total assets
Net assets$19.2MLiabilities$0
Money in vs. money out
Total income / additions$4.7M
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
Employer$626.1K
Participant$1.1M
Full reported line items

Net assets

Total assets (EOY)
$19,202,078
Total liabilities (EOY)
$0
Net assets (EOY)
$19,202,078
Net assets (BOY)
$15,750,666

Income & contributions

Employer contributions
$626,112
Participant contributions
$1,109,841
Total contributions
$1,879,762
Total income / additions
$4,731,952

Expenses & distributions

Benefits paid
$1,258,343
Administrative expenses
$6,436
Total expenses
$1,280,540
Net increase / (decrease)
$3,451,412
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.

Contribution share (employer vs. participant)
Employer 36%Participant 64%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income27%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages