Grange Cooperative Supply Association 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Grange Cooperative Supply 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, Grange Cooperative Supply Association 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Grange Cooperative Supply Association under EIN 93-0177773 and plan number 002. The latest loaded filing year is 2023. The filing reports 297 participants and $10,752,398 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$10.6MPlan net assets, end of year$10,640,712
Participants297Covered participants reported
Assets / participant$36.2KComputed: assets ÷ participants$36,203 (computed)
Provider compensation$17.7K1 Schedule C provider row(s)$17,670
Plan sponsor
Grange Cooperative Supply Association
EIN
93-0177773
Plan number
002
Plan type
2
Location
White City, OR
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023297H, C20241015141116NAL0014803763001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$10.8M total assets
Net assets$10.6MLiabilities$111.7K
Money in vs. money out
Total income / additions$2.1M
Total expenses$2.1M
Benefits paid / distributions$2.1M
Contributions
Employer$261.8K
Participant$315.9K
Full reported line items

Net assets

Total assets (EOY)
$10,752,398
Total liabilities (EOY)
$111,686
Net assets (EOY)
$10,640,712
Net assets (BOY)
$10,629,681

Income & contributions

Employer contributions
$261,799
Participant contributions
$315,895
Total contributions
$577,694
Total income / additions
$2,097,430

Expenses & distributions

Benefits paid
$2,068,729
Administrative expenses
$17,670
Total expenses
$2,086,399
Net increase / (decrease)
$11,031
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 45%Participant 55%
Total expenses ÷ net assets20%Computed ratio
Benefits paid ÷ total income99%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alerus Financial, N.A.NONE$17,670$02023

Related Form 5500 pages