Co-Op 401(K) Plan — Form 5500 plan (Legacy 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, Co-Op 401(K) Plan is a benefit plan reported by Legacy Cooperative under EIN 45-0383739 and plan number 003. The latest loaded filing year is 2023. The filing reports 133 participants and $10,343,434 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Legacy Cooperative
- EIN
- 45-0383739
- Plan number
- 003
- Plan type
- 2
- Location
- Bisbee, ND
- Latest filing year
- 2023
- Participants
- 133
- End-of-year plan assets
- $10,343,434
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 133 | H, C | 20241003101711NAL0016836432001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,343,434
- Total liabilities (EOY)
- $1,071
- Net assets (EOY)
- $10,342,363
- Net assets (BOY)
- $8,968,564
Income & contributions
- Employer contributions
- $285,055
- Participant contributions
- $530,139
- Total contributions
- $855,273
- Total income / additions
- $2,167,685
Expenses & distributions
- Benefits paid
- $751,891
- Administrative expenses
- $41,995
- Total expenses
- $793,886
- Net increase / (decrease)
- $1,373,799
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $29,978 | not reported in the loaded dataset | 2023 |
| Agri-Invest, LLC | NONE | $5,765 | not reported in the loaded dataset | 2023 |