2023 Form 5500 filing — Co-Op 401(K) 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 20240815115905NAL0007218259001) for Co-Op 401(K) Plan, reported by Allied Cooperative under EIN 39-0765674 and plan number 001. It reports 323 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets

Participants323

Provider compensation$33.1K1 Schedule C row(s)$33,085

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240815115905NAL0007218259001
Plan sponsor: Allied Cooperative
EIN: 39-0765674
Plan number: 001
Location: Adams, WI
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out

Total income / additions$3M

Total expenses$1.6M

Benefits paid / distributions$1.6M

Contributions

Employer$1.2M

Participant$537.5K

Full reported line items

Total assets (EOY): $0
Total liabilities (EOY): $0
Net assets (EOY): $0
Employer contributions: $1,158,913
Participant contributions: $537,494
Total income / additions: $2,964,133
Benefits paid: $1,580,812
Administrative expenses: $45,441
Total expenses: $1,626,253
Net increase / (decrease): $1,337,880

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Milliman, Inc.$33.1K
NONE · Direct $33.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240815115905NAL0007218259001 cover?: It is the 2023 Form 5500 filing for Co-Op 401(K) Plan, reported by Allied Cooperative (EIN 39-0765674).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).