Maryland & Virginia Milk Producers Cooperative Association, Inc. 401(K) Retirement Plan — Form 5500 plan (Maryland & Virginia Milk Producers Cooperative Association, 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, Maryland & Virginia Milk Producers Cooperative Association, Inc. 401(K) Retirement Plan is a benefit plan reported by Maryland & Virginia Milk Producers Cooperative Association, Inc. under EIN 54-0629090 and plan number 002. The latest loaded filing year is 2023. The filing reports 858 participants and $36,565,584 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Maryland & Virginia Milk Producers Cooperative Association, Inc.
- EIN
- 54-0629090
- Plan number
- 002
- Plan type
- 2
- Location
- Herndon, VA
- Latest filing year
- 2023
- Participants
- 858
- End-of-year plan assets
- $36,565,584
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 858 | H, C | 20240924102104NAL0022685712001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,565,584
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,565,584
- Net assets (BOY)
- $29,987,344
Income & contributions
- Employer contributions
- $1,085,192
- Participant contributions
- $3,276,434
- Total contributions
- $6,175,815
- Total income / additions
- $10,795,304
Expenses & distributions
- Benefits paid
- $4,144,173
- Administrative expenses
- $72,891
- Total expenses
- $4,217,064
- Net increase / (decrease)
- $6,578,240
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northeast Financial Group | INVESTMENT ADVISORY | $38,409 | $16 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $34,482 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Maryland & Virginia Milk Producers Cooperative Association, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Herndon, VA
- Northeast Financial Group — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation