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 20250113161331NAL0018470209001) for The Restated Noncontributory Retirement Plan For Cooperatives, reported by River Valley Cooperative under EIN 42-0244210 and plan number 020. It reports 237 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250113161331NAL0018470209001
Filing year
2023
Form type
2
Plan sponsor
River Valley Cooperative
EIN
42-0244210
Plan number
020
Location
Eldridge, IA
Participants
237
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$13,736,050
Total liabilities (EOY)
$8,957
Net assets (EOY)
$13,727,093
Total income / additions
$1,415,486
Benefits paid
$863,704
Administrative expenses
$38,179
Total expenses
$901,883
Net increase / (decrease)
$513,603
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Financial GroupNONE$11,730not reported in the loaded dataset

Related Form 5500 pages