2023 Form 5500 filing — Nuway-K&H Cooperative 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 20241014102857NAL0014771347001) for Nuway-K&H Cooperative 401(K) Plan, reported by Nuway-K&H Cooperative under EIN 42-0350040 and plan number 002. It reports 235 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$16MReported net assets$16,034,605
Participants235
Provider compensation$52.6K2 Schedule C row(s)$52,584
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014102857NAL0014771347001
Plan sponsor
Nuway-K&H Cooperative
EIN
42-0350040
Plan number
002
Location
Trimont, MN
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)$16M total assets
Net assets$16MLiabilities$0
Money in vs. money out
Total income / additions$3.6M
Total expenses$1.8M
Benefits paid / distributions$1.7M
Contributions
Employer$518.3K
Participant$612.7K
Full reported line items
Total assets (EOY)
$16,034,605
Total liabilities (EOY)
$0
Net assets (EOY)
$16,034,605
Employer contributions
$518,347
Participant contributions
$612,749
Total income / additions
$3,649,319
Benefits paid
$1,720,005
Administrative expenses
$54,498
Total expenses
$1,774,503
Net increase / (decrease)
$1,874,816
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $44.4K
  2. 2
    RECORDKEEPER · Direct $8.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014102857NAL0014771347001 cover?
It is the 2023 Form 5500 filing for Nuway-K&H Cooperative 401(K) Plan, reported by Nuway-K&H Cooperative (EIN 42-0350040).
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).

Related Form 5500 pages