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 20241009090303NAL0018937665001) for Co-Op 401(K) Plan, reported by Central Valley Ag Cooperative under EIN 47-0834827 and plan number 002. It reports 1,383 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009090303NAL0018937665001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Central Valley Ag Cooperative
- EIN
- 47-0834827
- Plan number
- 002
- Location
- York, NE
- Participants
- 1,383
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $58,589,313
- Total liabilities (EOY)
- $94,065
- Net assets (EOY)
- $58,495,248
- Employer contributions
- $547,616
- Participant contributions
- $3,477,150
- Total income / additions
- $12,237,489
- Benefits paid
- $5,589,897
- Administrative expenses
- $82,723
- Total expenses
- $5,672,620
- Net increase / (decrease)
- $6,564,869
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $49,729 | not reported in the loaded dataset |
| Charles Schwab Investment Mgmt | NONE | $9,797 | not reported in the loaded dataset |
| Agri-Invest, LLC | NONE | $7,909 | not reported in the loaded dataset |