Outagamie Co-Op Services, Inc. Retirement Savings Plan — Form 5500 plan (Outagamie Co-Op Services, Inc.)

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, Outagamie Co-Op Services, Inc. Retirement Savings Plan is a benefit plan reported by Outagamie Co-Op Services, Inc. under EIN 39-1316865 and plan number 001. The latest loaded filing year is 2023. The filing reports 156 participants and $3,913,201 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Outagamie Co-Op Services, Inc.
EIN
39-1316865
Plan number
001
Plan type
2
Location
Little Chute, WI
Latest filing year
2023
Participants
156
End-of-year plan assets
$3,913,201

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023156H, C20240711112701NAL0018281601001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,913,201
Total liabilities (EOY)
$0
Net assets (EOY)
$3,913,201
Net assets (BOY)
$3,314,456

Income & contributions

Employer contributions
$89,913
Participant contributions
$128,451
Total contributions
$218,364
Total income / additions
$616,560

Expenses & distributions

Benefits paid
$10,502
Administrative expenses
$7,313
Total expenses
$17,815
Net increase / (decrease)
$598,745

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Life Insurance CompanyRECORDKEEPER$6,813$02023
Retirement Strategies LLCTPA$500$02023

Related Form 5500 pages