Farmward Cooperative Retirement Plan — Form 5500 plan (Farmward 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, Farmward Cooperative Retirement Plan is a benefit plan reported by Farmward Cooperative under EIN 41-0425710 and plan number 002. The latest loaded filing year is 2023. The filing reports 324 participants and $46,978,741 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Farmward Cooperative
- EIN
- 41-0425710
- Plan number
- 002
- Plan type
- 2
- Location
- Morgan, MN
- Latest filing year
- 2023
- Participants
- 324
- End-of-year plan assets
- $46,978,741
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 324 | H, C | 20240715164950NAL0001651617001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,978,741
- Total liabilities (EOY)
- $64,858
- Net assets (EOY)
- $46,913,883
- Net assets (BOY)
- $40,500,674
Income & contributions
- Employer contributions
- $1,409,120
- Participant contributions
- $1,435,528
- Total contributions
- $3,006,912
- Total income / additions
- $10,016,834
Expenses & distributions
- Benefits paid
- $3,545,537
- Administrative expenses
- $58,088
- Total expenses
- $3,603,625
- Net increase / (decrease)
- $6,413,209
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward Jones | INVESTMENT ADVISOR | $54,088 | not reported in the loaded dataset | 2023 |
| Capital Research & Management Co. | RECORDKEEPER | $0 | $0 | 2023 |