The Restated Thrift/Profit Sharing Plan For Cooperatives — Form 5500 plan (Farmers Win 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 Farmers Win Cooperative under EIN 42-0782088 and plan number 002. The latest loaded filing year is 2023. The filing reports 239 participants and $11,668,497 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Farmers Win Cooperative
- EIN
- 42-0782088
- Plan number
- 002
- Plan type
- 2
- Location
- Fredericksburg, IA
- Latest filing year
- 2023
- Participants
- 239
- End-of-year plan assets
- $11,668,497
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 239 | H, C | 20241003121121NAL0017021600001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,668,497
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,668,497
- Net assets (BOY)
- $9,764,651
Income & contributions
- Employer contributions
- $335,971
- Participant contributions
- $591,803
- Total contributions
- $1,043,101
- Total income / additions
- $2,844,866
Expenses & distributions
- Benefits paid
- $784,600
- Administrative expenses
- $12,429
- Total expenses
- $797,029
- Net increase / (decrease)
- $2,047,837
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $9,896 | $105 | 2023 |
| Massachusetts Financial Services Co | NONE | $0 | $0 | 2023 |
| Wellington Trust Co., Na | NONE | $0 | $0 | 2023 |
| Dst Asset Manager Solutions, Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Farmers Win Cooperative
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Fredericksburg, IA
- Principal Life Insurance Company — Schedule C compensation
- Massachusetts Financial Services Co — Schedule C compensation
- Wellington Trust Co., Na — Schedule C compensation
- Dst Asset Manager Solutions, Inc. — Schedule C compensation