2023 Form 5500 filing — The Restated Thrift/Profit Sharing Plan For Cooperatives
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 20241223072958NAL0008547089001) for The Restated Thrift/Profit Sharing Plan For Cooperatives, reported by Five Star Cooperative under EIN 42-0179380 and plan number 030. It reports 243 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)$12.3MReported net assets$12,327,793
Participants243
Provider compensation$16.1K5 Schedule C row(s)$16,060
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241223072958NAL0008547089001
- Plan sponsor
- Five Star Cooperative
- EIN
- 42-0179380
- Plan number
- 030
- Location
- New Hampton, IA
- Received date
- not reported in the loaded dataset
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)$12.3M total assets
Net assets$12.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $12,327,793
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,327,793
- Participant contributions
- $671,802
- Total income / additions
- $2,843,491
- Benefits paid
- $811,455
- Administrative expenses
- $17,564
- Total expenses
- $833,196
- Net increase / (decrease)
- $2,010,295
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $8,889 | $1,216 |
| Edelman Financial Engines, LLC | INVESTMENT ADVISOR | $5,955 | not reported in the loaded dataset |
| Massachusetts Financial Services Co | NONE | $0 | $0 |
| Dst Asset Manager Solutions, Inc. | NONE | $0 | $0 |
| Wellington Trust Co., Na | NONE | $0 | $0 |