2023 Form 5500 filing — Premier Coop 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 20240905085906NAL0020855889001) for Premier Coop 401(K) Plan, reported by Premier Cooperative under EIN 39-0527690 and plan number 001. It reports 307 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905085906NAL0020855889001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Premier Cooperative
- EIN
- 39-0527690
- Plan number
- 001
- Location
- Mt. Horeb, WI
- Participants
- 307
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,147,346
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,147,346
- Employer contributions
- $533,452
- Participant contributions
- $1,024,267
- Total income / additions
- $4,111,254
- Benefits paid
- $2,563,416
- Administrative expenses
- $111,399
- Total expenses
- $2,674,815
- Net increase / (decrease)
- $1,436,439
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $74,483 | $0 |
| Robert W. Baird, Inc. | INVESTMENT ADVISORY-PLAN | $36,916 | not reported in the loaded dataset |