2023 Form 5500 filing — Burnett Dairy 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 20240930104858NAL0005592177001) for Burnett Dairy Co-Op 401(K) Plan, reported by Burnett Dairy Co-Op under EIN 39-1085908 and plan number 002. It reports 263 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930104858NAL0005592177001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Burnett Dairy Co-Op
- EIN
- 39-1085908
- Plan number
- 002
- Location
- Grantsburg, WI
- Participants
- 263
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,775,859
- Total liabilities (EOY)
- $224,076
- Net assets (EOY)
- $9,551,783
- Employer contributions
- $477,911
- Participant contributions
- $867,163
- Total income / additions
- $2,708,642
- Benefits paid
- $1,135,949
- Administrative expenses
- $44,799
- Total expenses
- $1,180,748
- Net increase / (decrease)
- $1,527,894
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alerus Financial Na | RECORDKEEPER | $25,870 | not reported in the loaded dataset |
| Carlson Capital Management LLC | INVESTMENT ADVISOR | $18,928 | not reported in the loaded dataset |