Wholestone Farms Cooperative 401(K) Plan — Form 5500 plan (Wholestone Farms 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, Wholestone Farms Cooperative 401(K) Plan is a benefit plan reported by Wholestone Farms Cooperative, Inc. under EIN 83-1174153 and plan number 001. The latest loaded filing year is 2023. The filing reports 272 participants and $37,252,541 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wholestone Farms Cooperative, Inc.
- EIN
- 83-1174153
- Plan number
- 001
- Plan type
- 2
- Location
- Fremont, NE
- Latest filing year
- 2023
- Participants
- 272
- End-of-year plan assets
- $37,252,541
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 272 | H, C | 20241015085250NAL0014273411001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,252,541
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,252,541
- Net assets (BOY)
- $35,118,769
Income & contributions
- Employer contributions
- $853,622
- Participant contributions
- $1,514,047
- Total contributions
- $2,431,360
- Total income / additions
- $6,364,186
Expenses & distributions
- Benefits paid
- $4,081,669
- Administrative expenses
- $146,516
- Total expenses
- $4,230,414
- Net increase / (decrease)
- $2,133,772
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $107,692 | $0 | 2023 |
| Gallagher Benefit Services Inc Dba | INVESTMENT ADVISOR | $21,600 | not reported in the loaded dataset | 2023 |
| Vpag LLC Dba Visionpoint Advisory | INVESTMENT ADVISOR | $15,574 | not reported in the loaded dataset | 2023 |
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $1,650 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wholestone Farms Cooperative, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Fremont, NE
- Empower Annuity Insurance Company O — Schedule C compensation
- Gallagher Benefit Services Inc Dba — Schedule C compensation
- Vpag LLC Dba Visionpoint Advisory — Schedule C compensation
- Kestra Advisory Services LLC — Schedule C compensation