Co-Op 401(K) Plan — Form 5500 plan (Synergy Community Cooperative (D/B/A Synergy Cooperative))
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, Co-Op 401(K) Plan is a benefit plan reported by Synergy Community Cooperative (D/B/A Synergy Cooperative) under EIN 39-1764869 and plan number 001. The latest loaded filing year is 2023. The filing reports 440 participants and $22,902,297 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Synergy Community Cooperative (D/B/A Synergy Cooperative)
- EIN
- 39-1764869
- Plan number
- 001
- Plan type
- 2
- Location
- Ridgeland, WI
- Latest filing year
- 2023
- Participants
- 440
- End-of-year plan assets
- $22,902,297
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 440 | H, C | 20250710163912NAL0009465552001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,902,297
- Total liabilities (EOY)
- $2,288
- Net assets (EOY)
- $22,900,009
- Net assets (BOY)
- $18,670,628
Income & contributions
- Employer contributions
- $599,838
- Participant contributions
- $801,175
- Total contributions
- $1,432,095
- Total income / additions
- $5,982,874
Expenses & distributions
- Benefits paid
- $1,697,718
- Administrative expenses
- $55,775
- Total expenses
- $1,753,493
- Net increase / (decrease)
- $4,229,381
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $43,207 | not reported in the loaded dataset | 2023 |