Ellsworth Cooperative Creamery Retirement Savings Plan — Form 5500 plan (Ellsworth Cooperative Creamery)
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, Ellsworth Cooperative Creamery Retirement Savings Plan is a benefit plan reported by Ellsworth Cooperative Creamery under EIN 39-0262200 and plan number 002. The latest loaded filing year is 2023. The filing reports 284 participants and $11,185,730 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ellsworth Cooperative Creamery
- EIN
- 39-0262200
- Plan number
- 002
- Plan type
- 2
- Location
- Ellsworth, WI
- Latest filing year
- 2023
- Participants
- 284
- End-of-year plan assets
- $11,185,730
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 284 | H, C | 20240730154902NAL0021096929001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,185,730
- Total liabilities (EOY)
- $24,540
- Net assets (EOY)
- $11,161,190
- Net assets (BOY)
- $9,104,039
Income & contributions
- Employer contributions
- $621,332
- Participant contributions
- $918,214
- Total contributions
- $1,564,009
- Total income / additions
- $3,053,765
Expenses & distributions
- Benefits paid
- $940,673
- Administrative expenses
- $55,941
- Total expenses
- $996,614
- Net increase / (decrease)
- $2,057,151
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Excel Financial | ADVISOR | $36,906 | not reported in the loaded dataset | 2023 |
| Alerus Financial | RECORDKEEPER | $9,410 | not reported in the loaded dataset | 2023 |
| Dwc Erisa Consultants | TPA | $2,855 | not reported in the loaded dataset | 2023 |