Valley Bakers Cooperative Association 401(K) Plan — Form 5500 plan (Valley Bakers Cooperative 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, Valley Bakers Cooperative Association 401(K) Plan is a benefit plan reported by Valley Bakers Cooperative Association under EIN 39-0791280 and plan number 001. The latest loaded filing year is 2023. The filing reports 268 participants and $15,840,728 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Valley Bakers Cooperative Association
- EIN
- 39-0791280
- Plan number
- 001
- Plan type
- 2
- Location
- Greenville, WI
- Latest filing year
- 2023
- Participants
- 268
- End-of-year plan assets
- $15,840,728
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 268 | H, C | 20241205065941NAL0002900163001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,840,728
- Net assets (EOY)
- $15,840,728
- Net assets (BOY)
- $12,680,034
Income & contributions
- Employer contributions
- $853,511
- Participant contributions
- $915,318
- Total contributions
- $1,845,833
- Total income / additions
- $4,161,158
Expenses & distributions
- Benefits paid
- $963,848
- Administrative expenses
- $35,980
- Total expenses
- $1,000,464
- Net increase / (decrease)
- $3,160,694
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Associated Trust Company, N.A. | NONE | $35,981 | $0 | 2023 |