Equity Cooperative Livestock Sales Association 401(K) Salary Reduction Plan And Trust — 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 Association 401(K) Salary Reduction Plan And Trust is a benefit plan reported by Equity Cooperative Livestock Sales Association under EIN 39-0265540 and plan number 002. The latest loaded filing year is 2023. The filing reports 269 participants and $9,065,501 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
- 002
- Plan type
- 2
- Location
- Baraboo, WI
- Latest filing year
- 2023
- Participants
- 269
- End-of-year plan assets
- $9,065,501
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 269 | H, C | 20241015085916NAL0048574592001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,065,501
- Total liabilities (EOY)
- $6,439
- Net assets (EOY)
- $9,059,062
- Net assets (BOY)
- $7,411,123
Income & contributions
- Employer contributions
- $196,138
- Participant contributions
- $386,335
- Total contributions
- $582,473
- Total income / additions
- $1,964,941
Expenses & distributions
- Benefits paid
- $290,248
- Administrative expenses
- $26,754
- Total expenses
- $317,002
- Net increase / (decrease)
- $1,647,939
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $24,873 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |