2023 Form 5500 filing — The Restated Noncontributory Retirement 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 20250109115243NAL0006961859001) for The Restated Noncontributory Retirement Plan For Cooperatives, reported by First Cooperative Association under EIN 42-0243900 and plan number 020. It reports 166 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)$6.5MReported net assets$6,527,155
Participants166
Provider compensation$5.9K1 Schedule C row(s)$5,899
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250109115243NAL0006961859001
- Plan sponsor
- First Cooperative Association
- EIN
- 42-0243900
- Plan number
- 020
- Location
- Albert City, 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)$6.5M total assets
Net assets$6.5MLiabilities$1.7K
Full reported line items
- Total assets (EOY)
- $6,528,869
- Total liabilities (EOY)
- $1,714
- Net assets (EOY)
- $6,527,155
- Total income / additions
- $253,740
- Benefits paid
- $540,133
- Administrative expenses
- $25,022
- Total expenses
- $565,155
- Net increase / (decrease)
- -$311,415
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Financial Group | NONE | $5,899 | not reported in the loaded dataset |