The Restated Thrift/Profit Sharing Plan For Cooperatives — Form 5500 plan (Stateline 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 Stateline Cooperative under EIN 42-1023410 and plan number 030. The latest loaded filing year is 2023. The filing reports 208 participants and $19,732,189 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stateline Cooperative
- EIN
- 42-1023410
- Plan number
- 030
- Plan type
- 2
- Location
- Burt, IA
- Latest filing year
- 2023
- Participants
- 208
- End-of-year plan assets
- $19,732,189
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 208 | H, C | 20241014114459NAL0044364416001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,732,189
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,732,189
- Net assets (BOY)
- $17,020,795
Income & contributions
- Employer contributions
- $248,824
- Participant contributions
- $926,945
- Total contributions
- $1,175,769
- Total income / additions
- $3,821,811
Expenses & distributions
- Benefits paid
- $1,140,280
- Administrative expenses
- $21,370
- Total expenses
- $1,161,650
- Net increase / (decrease)
- $2,660,161
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $8,800 | $1,109 | 2023 |
| Associated Benefits Corporation | PLAN ADMINISTRATOR | $7,280 | not reported in the loaded dataset | 2023 |
| Edelman Financial Engines, LLC | INVESTMENT ADVISOR | $5,290 | not reported in the loaded dataset | 2023 |
| Massachusetts Financial Services Co | NONE | $0 | $0 | 2023 |
| Wellington Trust Co., Na | NONE | $0 | $0 | 2023 |
| Dst Asset Manager Solutions, Inc. | NON | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stateline Cooperative
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Burt, IA
- Principal Life Insurance Company — Schedule C compensation
- Associated Benefits Corporation — Schedule C compensation
- Edelman Financial Engines, LLC — 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