2023 Form 5500 filing — Farmers Coop Society 401(K) Profit Sharing 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 20250417091842NAL0001435632001) for Farmers Coop Society 401(K) Profit Sharing Plan, reported by Farmers Cooperative Society under EIN 42-0243080 and plan number 001. It reports 286 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)$20.2MReported net assets$20,181,258
Participants286
Provider compensation$119.2K2 Schedule C row(s)$119,223
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250417091842NAL0001435632001
- Plan sponsor
- Farmers Cooperative Society
- EIN
- 42-0243080
- Plan number
- 001
- Location
- Sioux Center, 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)$20.2M total assets
Net assets$20.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $20,181,258
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,181,258
- Employer contributions
- $549,503
- Participant contributions
- $1,406,983
- Total income / additions
- $4,624,742
- Benefits paid
- $1,548,808
- Administrative expenses
- $76,261
- Total expenses
- $1,625,069
- Net increase / (decrease)
- $2,999,673
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $76,261 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $42,962 |