Central Region Cooperative 401(K) Plan — Form 5500 plan (Central Region 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, Central Region Cooperative 401(K) Plan is a benefit plan reported by Central Region Cooperative under EIN 41-0247880 and plan number 002. The latest loaded filing year is 2023. The filing reports 227 participants and $21,487,666 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Central Region Cooperative
EIN
41-0247880
Plan number
002
Plan type
2
Location
Minnesota, MN
Latest filing year
2023
Participants
227
End-of-year plan assets
$21,487,666

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023227H, C20241001132046NAL0003294307001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,487,666
Total liabilities (EOY)
$0
Net assets (EOY)
$21,487,666
Net assets (BOY)
$18,224,983

Income & contributions

Employer contributions
$578,897
Participant contributions
$845,291
Total contributions
$1,424,188
Total income / additions
$4,505,267

Expenses & distributions

Benefits paid
$1,189,094
Administrative expenses
$53,490
Total expenses
$1,242,584
Net increase / (decrease)
$3,262,683

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Commonwealth Equity Services LLC DbINVESTMENT ADVISOR$34,225not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$4,759not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$3,825$02023

Related Form 5500 pages