2023 Form 5500 filing — Farmward Cooperative Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240715164950NAL0001651617001) for Farmward Cooperative Retirement Plan, reported by Farmward Cooperative under EIN 41-0425710 and plan number 002. It reports 324 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240715164950NAL0001651617001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Farmward Cooperative
- EIN
- 41-0425710
- Plan number
- 002
- Location
- Morgan, MN
- Participants
- 324
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,978,741
- Total liabilities (EOY)
- $64,858
- Net assets (EOY)
- $46,913,883
- Employer contributions
- $1,409,120
- Participant contributions
- $1,435,528
- Total income / additions
- $10,016,834
- Benefits paid
- $3,545,537
- Administrative expenses
- $58,088
- Total expenses
- $3,603,625
- Net increase / (decrease)
- $6,413,209
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward Jones | INVESTMENT ADVISOR | $54,088 | not reported in the loaded dataset |
| Capital Research & Management Co. | RECORDKEEPER | $0 | $0 |