Knouse Foods Bargaining Unit Employees Retirement Plan — Form 5500 plan (Knouse Foods Cooperative, Inc.)

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, Knouse Foods Bargaining Unit Employees Retirement Plan is a benefit plan reported by Knouse Foods Cooperative, Inc. under EIN 23-1324775 and plan number 002. The latest loaded filing year is 2023. The filing reports 520 participants and $20,323,461 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Knouse Foods Cooperative, Inc.
EIN
23-1324775
Plan number
002
Plan type
2
Location
Peach Glen, PA
Latest filing year
2023
Participants
520
End-of-year plan assets
$20,323,461

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023520H, C20250812192044NAL0008488897001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,323,461
Total liabilities (EOY)
$0
Net assets (EOY)
$20,323,461
Net assets (BOY)
$16,859,556

Income & contributions

Employer contributions
$1,157,860
Total contributions
$1,157,860
Total income / additions
$4,797,224

Expenses & distributions

Benefits paid
$977,953
Administrative expenses
$355,366
Total expenses
$1,333,319
Net increase / (decrease)
$3,463,905

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Russell Investments Trust CompanyNONE$125,214not reported in the loaded dataset2023
Gallagher Benefit Service, Inc.NONE$17,575not reported in the loaded dataset2023

Related Form 5500 pages