Burnett Dairy Co-Op 401(K) Plan — Form 5500 plan (Burnett Dairy Co-Op)
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, Burnett Dairy Co-Op 401(K) Plan is a benefit plan reported by Burnett Dairy Co-Op under EIN 39-1085908 and plan number 002. The latest loaded filing year is 2023. The filing reports 263 participants and $9,775,859 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Burnett Dairy Co-Op
- EIN
- 39-1085908
- Plan number
- 002
- Plan type
- 2
- Location
- Grantsburg, WI
- Latest filing year
- 2023
- Participants
- 263
- End-of-year plan assets
- $9,775,859
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 263 | H, C | 20240930104858NAL0005592177001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,775,859
- Total liabilities (EOY)
- $224,076
- Net assets (EOY)
- $9,551,783
- Net assets (BOY)
- $8,023,889
Income & contributions
- Employer contributions
- $477,911
- Participant contributions
- $867,163
- Total contributions
- $1,404,080
- Total income / additions
- $2,708,642
Expenses & distributions
- Benefits paid
- $1,135,949
- Administrative expenses
- $44,799
- Total expenses
- $1,180,748
- Net increase / (decrease)
- $1,527,894
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alerus Financial Na | RECORDKEEPER | $25,870 | not reported in the loaded dataset | 2023 |
| Carlson Capital Management LLC | INVESTMENT ADVISOR | $18,928 | not reported in the loaded dataset | 2023 |