2023 Form 5500 filing — The Modified Contributory 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 20250111094651NAL0008519731001) for The Modified Contributory Retirement Plan For Cooperatives, reported by Central Valley Ag under EIN 47-0834827 and plan number 010. It reports 268 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)$27.4MReported net assets$27,444,461
Participants268
Provider compensation$30K2 Schedule C row(s)$30,024
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250111094651NAL0008519731001
- Plan sponsor
- Central Valley Ag
- EIN
- 47-0834827
- Plan number
- 010
- Location
- York, NE
- 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)$27.5M total assets
Net assets$27.4MLiabilities$18K
Full reported line items
- Total assets (EOY)
- $27,462,433
- Total liabilities (EOY)
- $17,972
- Net assets (EOY)
- $27,444,461
- Employer contributions
- $840,000
- Participant contributions
- $278,557
- Total income / additions
- $3,871,836
- Benefits paid
- $534,805
- Administrative expenses
- $56,274
- Total expenses
- $591,079
- Net increase / (decrease)
- $3,280,757
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Financial Group | NONE | $21,992 | not reported in the loaded dataset |
| Mercer | NONE | $8,032 | not reported in the loaded dataset |