Westby Cooperative Creamery 401(K) Profit Sharing Plan — Form 5500 plan (Westby 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, Westby Cooperative Creamery 401(K) Profit Sharing Plan is a benefit plan reported by Westby Cooperative Creamery under EIN 39-0699720 and plan number 001. The latest loaded filing year is 2023. The filing reports 148 participants and $5,265,796 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Westby Cooperative Creamery
- EIN
- 39-0699720
- Plan number
- 001
- Plan type
- 2
- Location
- Westby, WI
- Latest filing year
- 2023
- Participants
- 148
- End-of-year plan assets
- $5,265,796
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 148 | H, C | 20241015163220NAL0029115121001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,265,796
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,265,796
- Net assets (BOY)
- $5,149,754
Income & contributions
- Employer contributions
- $216,022
- Participant contributions
- $417,638
- Total contributions
- $645,529
- Total income / additions
- $1,479,464
Expenses & distributions
- Benefits paid
- $1,333,171
- Administrative expenses
- $30,251
- Total expenses
- $1,363,422
- Net increase / (decrease)
- $116,042
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Trust Point Inc. | NONE | $30,251 | not reported in the loaded dataset | 2023 |