2023 Form 5500 filing — Ellsworth Cooperative Creamery Retirement Savings 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 20240730154902NAL0021096929001) for Ellsworth Cooperative Creamery Retirement Savings Plan, reported by Ellsworth Cooperative Creamery under EIN 39-0262200 and plan number 002. It reports 284 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730154902NAL0021096929001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ellsworth Cooperative Creamery
- EIN
- 39-0262200
- Plan number
- 002
- Location
- Ellsworth, WI
- Participants
- 284
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,185,730
- Total liabilities (EOY)
- $24,540
- Net assets (EOY)
- $11,161,190
- Employer contributions
- $621,332
- Participant contributions
- $918,214
- Total income / additions
- $3,053,765
- Benefits paid
- $940,673
- Administrative expenses
- $55,941
- Total expenses
- $996,614
- Net increase / (decrease)
- $2,057,151
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Excel Financial | ADVISOR | $36,906 | not reported in the loaded dataset |
| Alerus Financial | RECORDKEEPER | $9,410 | not reported in the loaded dataset |
| Dwc Erisa Consultants | TPA | $2,855 | not reported in the loaded dataset |