Crystal Creamery 401(K) Plan — Form 5500 plan (Crystal Creamery 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, Crystal Creamery 401(K) Plan is a benefit plan reported by Crystal Creamery Inc. under EIN 84-3472126 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,062 participants and $28,911,707 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Crystal Creamery Inc.
EIN
84-3472126
Plan number
001
Plan type
2
Location
Modesto, CA
Latest filing year
2023
Participants
1,062
End-of-year plan assets
$28,911,707

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,062H, C20240724111704NAL0007378883001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,911,707
Total liabilities (EOY)
$0
Net assets (EOY)
$28,911,707
Net assets (BOY)
$25,841,352

Income & contributions

Employer contributions
$478,261
Participant contributions
$1,735,670
Total contributions
$2,251,010
Total income / additions
$6,749,868

Expenses & distributions

Benefits paid
$3,635,310
Administrative expenses
$44,268
Total expenses
$3,679,578
Net increase / (decrease)
$3,070,290

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$43,713$02023

Related Form 5500 pages