Equity Cooperative Livestock Sales Assoc Employees Retirement Plan — Form 5500 plan (Equity Cooperative Livestock Sales Association)
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, Equity Cooperative Livestock Sales Assoc Employees Retirement Plan is a benefit plan reported by Equity Cooperative Livestock Sales Association under EIN 39-0265540 and plan number 001. The latest loaded filing year is 2023. The filing reports 106 participants and $4,628,509 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Equity Cooperative Livestock Sales Association
- EIN
- 39-0265540
- Plan number
- 001
- Plan type
- 2
- Location
- Baraboo, WI
- Latest filing year
- 2023
- Participants
- 106
- End-of-year plan assets
- $4,628,509
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 106 | H, C | 20241015091358NAL0027917169001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,628,509
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,628,509
- Net assets (BOY)
- $4,540,715
Income & contributions
- Employer contributions
- $241,789
- Total contributions
- $241,789
- Total income / additions
- $942,541
Expenses & distributions
- Benefits paid
- $730,755
- Administrative expenses
- $123,992
- Total expenses
- $854,747
- Net increase / (decrease)
- $87,794
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bmo Harris N.A. | NONE | $26,357 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $11,896 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | NONE | $6,452 | not reported in the loaded dataset | 2023 |