The Restated Thrift/Profit Sharing Plan For Cooperatives — Form 5500 plan (River Valley 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, The Restated Thrift/Profit Sharing Plan For Cooperatives is a benefit plan reported by River Valley Cooperative under EIN 42-0244210 and plan number 040. The latest loaded filing year is 2023. The filing reports 515 participants and $41,990,910 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- River Valley Cooperative
- EIN
- 42-0244210
- Plan number
- 040
- Plan type
- 2
- Location
- Eldridge, IA
- Latest filing year
- 2023
- Participants
- 515
- End-of-year plan assets
- $41,990,910
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 515 | H, C | 20241009142401NAL0010714627001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,990,910
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,990,910
- Net assets (BOY)
- $37,947,050
Income & contributions
- Employer contributions
- $1,678,233
- Participant contributions
- $1,961,394
- Total contributions
- $3,641,907
- Total income / additions
- $9,313,608
Expenses & distributions
- Benefits paid
- $5,122,318
- Administrative expenses
- $52,784
- Total expenses
- $5,175,102
- Net increase / (decrease)
- $4,138,506
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $23,678 | $3,586 | 2023 |
| Edleman Financial Engines, LLC | INVESTMENT ADVISOR | $22,546 | not reported in the loaded dataset | 2023 |
| Associated Benefits Corporation | PLAN ADMINISTRATOR | $6,560 | not reported in the loaded dataset | 2023 |
| Dst Asset Manager Solutions, Inc. | NONE | $0 | $0 | 2023 |
| Wellington Trust Co., Na | NONE | $0 | $0 | 2023 |
| Massachusetts Financial Services Co | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for River Valley Cooperative
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Eldridge, IA
- Principal Life Insurance Company — Schedule C compensation
- Edleman Financial Engines, LLC — Schedule C compensation
- Associated Benefits Corporation — Schedule C compensation
- Dst Asset Manager Solutions, Inc. — Schedule C compensation
- Wellington Trust Co., Na — Schedule C compensation
- Massachusetts Financial Services Co — Schedule C compensation