Co-Op 401(K) Plan — Form 5500 plan (Panhandle Cooperative Association)
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 Panhandle Cooperative Association under EIN 47-0360955 and plan number 002. The latest loaded filing year is 2023. The filing reports 264 participants and $2,935,445 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Panhandle Cooperative Association
- EIN
- 47-0360955
- Plan number
- 002
- Plan type
- 2
- Location
- Scottsbluff, NE
- Latest filing year
- 2023
- Participants
- 264
- End-of-year plan assets
- $2,935,445
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 264 | H, C | 20241003101235NAL0004774307001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,935,445
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,935,445
- Net assets (BOY)
- $2,505,460
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $196,420
- Total contributions
- $214,312
- Total income / additions
- $594,681
Expenses & distributions
- Benefits paid
- $156,142
- Administrative expenses
- $8,554
- Total expenses
- $164,696
- Net increase / (decrease)
- $429,985
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward Jones | INVESTMENT ADVISOR | $6,350 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $2,204 | $0 | 2023 |