2023 Form 5500 filing — Cooperative Regions Of Organic Producer Pools Cooperative, Inc. 401(K) 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 20241009093754NAL0018105009001) for Cooperative Regions Of Organic Producer Pools Cooperative, Inc. 401(K) Retirement Savings Plan, reported by Cooperative Regions Of Organic Producer Pools Cooperative, Inc. under EIN 39-1605145 and plan number 001. It reports 1,300 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)$83.7MReported net assets$83,747,088

Participants1.3K1,300

Provider compensation$38.1K3 Schedule C row(s)$38,059

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241009093754NAL0018105009001
Plan sponsor: Cooperative Regions Of Organic Producer Pools Cooperative, Inc.
EIN: 39-1605145
Plan number: 001
Location: La Farge, 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.

Reported balance (end of year)$83.7M total assets

Net assets$83.7MLiabilities$0

Money in vs. money out

Total income / additions$21.6M

Total expenses$5.4M

Benefits paid / distributions$5.4M

Contributions

Employer$2.5M

Participant$5.4M

Full reported line items

Total assets (EOY): $83,747,088
Total liabilities (EOY): $0
Net assets (EOY): $83,747,088
Employer contributions: $2,535,707
Participant contributions: $5,371,897
Total income / additions: $21,605,003
Benefits paid: $5,402,878
Administrative expenses: $38,020
Total expenses: $5,440,898
Net increase / (decrease): $16,164,105

Schedule C

Reported service provider compensation

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

1
Empower Advisory Group, LLC$34.6K
INVESTMENT MGMT · Direct $34.6K
2
Jpmorgan Invest Holdings LLC$3.4K
RECORDKEEPER · Direct $3.4K · Indirect $0
3
Charles Schwab & Co., Inc$39
BROKERAGE SERVICES · Direct $39 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009093754NAL0018105009001 cover?: It is the 2023 Form 5500 filing for Cooperative Regions Of Organic Producer Pools Cooperative, Inc. 401(K) Retirement Savings Plan, reported by Cooperative Regions Of Organic Producer Pools Cooperative, Inc. (EIN 39-1605145).
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).