Producers Dairy Foods Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Producers Dairy Foods 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, Producers Dairy Foods Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Producers Dairy Foods Inc. under EIN 94-0783760 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,898 participants and $74,242,322 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Producers Dairy Foods Inc.
- EIN
- 94-0783760
- Plan number
- 002
- Plan type
- 2
- Location
- Fresno, CA
- Latest filing year
- 2023
- Participants
- 1,898
- End-of-year plan assets
- $74,242,322
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,898 | H, C | 20250715170218NAL0001483395001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $74,242,322
- Net assets (EOY)
- $74,242,322
- Net assets (BOY)
- $57,603,325
Income & contributions
- Employer contributions
- $2,023,270
- Participant contributions
- $4,693,062
- Total contributions
- $7,971,851
- Total income / additions
- $22,089,143
Expenses & distributions
- Benefits paid
- $5,160,445
- Administrative expenses
- $257,362
- Total expenses
- $5,450,146
- Net increase / (decrease)
- $16,638,997
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $117,813 | $0 | 2023 |
| Moss Adams | AUDITOR | $84,395 | not reported in the loaded dataset | 2023 |
| Prime Pensions Northwest LLC | ACCOUNTING | $24,615 | not reported in the loaded dataset | 2023 |
| Roehl-Yi Investment Advisors, LLC | CONSULTING | $18,750 | not reported in the loaded dataset | 2023 |
| Kernutt Stokes (LLC) | AUDITOR | $11,789 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Producers Dairy Foods Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Fresno, CA
- Transamerica Retirement Solutions — Schedule C compensation
- Moss Adams — Schedule C compensation
- Prime Pensions Northwest LLC — Schedule C compensation
- Roehl-Yi Investment Advisors, LLC — Schedule C compensation
- Kernutt Stokes (LLC) — Schedule C compensation
- National Financial Services — Schedule C compensation