Centra Sota Cooperative 401(K) Plan — Form 5500 plan (Centra Sota 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, Centra Sota Cooperative 401(K) Plan is a benefit plan reported by Centra Sota Cooperative under EIN 41-0488480 and plan number 001. The latest loaded filing year is 2023. The filing reports 190 participants and $18,508,796 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Centra Sota Cooperative
- EIN
- 41-0488480
- Plan number
- 001
- Plan type
- 2
- Location
- Buffalo, MN
- Latest filing year
- 2023
- Participants
- 190
- End-of-year plan assets
- $18,508,796
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 190 | H, C | 20240724142317NAL0007519251003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,508,796
- Net assets (EOY)
- $18,508,796
- Net assets (BOY)
- $16,050,125
Income & contributions
- Employer contributions
- $495,193
- Participant contributions
- $841,750
- Total contributions
- $1,365,020
- Total income / additions
- $3,945,693
Expenses & distributions
- Benefits paid
- $1,468,822
- Administrative expenses
- $18,200
- Total expenses
- $1,487,022
- Net increase / (decrease)
- $2,458,671
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Carlson Sv | AUDITOR | $15,278 | not reported in the loaded dataset | 2023 |
| Transamerica Life Insurance Company | RECORD KEEPER | $2,923 | $0 | 2023 |