Legacy Farmers Cooperative Savings And Retirement Plan — Form 5500 plan (Legacy Farmers Cooperative)
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, Legacy Farmers Cooperative Savings And Retirement Plan is a benefit plan reported by Legacy Farmers Cooperative under EIN 34-1593358 and plan number 002. The latest loaded filing year is 2023. The filing reports 157 participants and $18,418,918 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Legacy Farmers Cooperative
- EIN
- 34-1593358
- Plan number
- 002
- Plan type
- 2
- Location
- Findlay, OH
- Latest filing year
- 2023
- Participants
- 157
- End-of-year plan assets
- $18,418,918
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 157 | H, C | 20240826142604NAL0020603730001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,418,918
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,418,918
- Net assets (BOY)
- $16,286,338
Income & contributions
- Employer contributions
- $530,346
- Participant contributions
- $634,539
- Total contributions
- $1,164,885
- Total income / additions
- $3,586,794
Expenses & distributions
- Benefits paid
- $1,393,783
- Administrative expenses
- $60,431
- Total expenses
- $1,454,214
- Net increase / (decrease)
- $2,132,580
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $60,430 | $0 | 2023 |
| Resolute Wealth Advisor, Inc. | INVESTMENT ADVISORY | $0 | $32,639 | 2023 |