The Restated Thrift/Profit Sharing Plan For Cooperatives — Form 5500 plan (Innovative Ag Services Co.)
Plain-English plan 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, The Restated Thrift/Profit Sharing Plan For Cooperatives is a benefit plan reported by Innovative Ag Services Co. under EIN 20-2096489 and plan number 030. The latest loaded filing year is 2023. The filing reports 483 participants and $36,536,817 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Innovative Ag Services Co.
- EIN
- 20-2096489
- Plan number
- 030
- Plan type
- 2
- Location
- Monticello, IA
- Latest filing year
- 2023
- Participants
- 483
- End-of-year plan assets
- $36,536,817
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 483 | H, C | 20241014143634NAL0015117955001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,536,817
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,536,817
- Net assets (BOY)
- $32,411,251
Income & contributions
- Employer contributions
- $457,478
- Participant contributions
- $1,365,526
- Total contributions
- $2,187,061
- Total income / additions
- $7,702,764
Expenses & distributions
- Benefits paid
- $3,520,954
- Administrative expenses
- $44,544
- Total expenses
- $3,576,999
- Net increase / (decrease)
- $4,125,765
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $21,552 | $3,202 | 2023 |
| Edelman Financial Engines, LLC | INVESTMENT ADVISOR | $14,342 | not reported in the loaded dataset | 2023 |
| Associated Benefits Corporation | PLAN ADMINISTRATOR | $8,650 | not reported in the loaded dataset | 2023 |
| Massachusetts Financial Services Co | NONE | $0 | $0 | 2023 |
| Wellington Trust Co., Na | NONE | $0 | $0 | 2023 |
| Dst Asset Manager Solutions, Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Innovative Ag Services Co.
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Monticello, IA
- Principal Life Insurance Company — Schedule C compensation
- Edelman Financial Engines, LLC — Schedule C compensation
- Associated Benefits Corporation — Schedule C compensation
- Massachusetts Financial Services Co — Schedule C compensation
- Wellington Trust Co., Na — Schedule C compensation
- Dst Asset Manager Solutions, Inc. — Schedule C compensation