Culpeper Farmers' Cooperative, Inc. Retirement Savings Plan — Form 5500 plan (Culpeper Farmers' Cooperative, Inc.)

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, Culpeper Farmers' Cooperative, Inc. Retirement Savings Plan is a benefit plan reported by Culpeper Farmers' Cooperative, Inc. under EIN 54-0185700 and plan number 005. The latest loaded filing year is 2023. The filing reports 145 participants and $5,727,160 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Culpeper Farmers' Cooperative, Inc.
EIN
54-0185700
Plan number
005
Plan type
2
Location
Culpeper, VA
Latest filing year
2023
Participants
145
End-of-year plan assets
$5,727,160

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023145H, C20241014143957NAL0044911984001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,727,160
Net assets (EOY)
$5,727,160
Net assets (BOY)
$7,408,228

Income & contributions

Employer contributions
$172,780
Participant contributions
$269,442
Total contributions
$442,222
Total income / additions
$1,226,485

Expenses & distributions

Benefits paid
$2,879,347
Administrative expenses
$28,206
Total expenses
$2,907,553
Net increase / (decrease)
-$1,681,068

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$27,083$02023
Lpl FinancialINVESTMENT AD VISOR$18,399$02023
Chase Benefit AdvisorsCONTACT ADMIN$6,109$5,3112023

Related Form 5500 pages