Bedford Cooperative 401(K) Plan — Form 5500 plan (Bedford 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, Bedford Cooperative 401(K) Plan is a benefit plan reported by Bedford Cooperative, Inc. under EIN 54-0387161 and plan number 001. The latest loaded filing year is 2023. The filing reports 31 participants and $2,293,886 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bedford Cooperative, Inc.
EIN
54-0387161
Plan number
001
Plan type
2
Location
Bedford, VA
Latest filing year
2023
Participants
31
End-of-year plan assets
$2,293,886

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202331I20240927100511NAL0003846626001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$2,293,886
Total liabilities (EOY)
$0
Net assets (EOY)
$2,293,886
Net assets (BOY)
$0

Income & contributions

Employer contributions
$11,089
Participant contributions
$20,301
Total income / additions
$510,941

Expenses & distributions

Benefits paid
$7,329
Administrative expenses
$564
Total expenses
$7,893
Net increase / (decrease)
$503,048

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages