Ashland Food Cooperative 401(K) Retirement Plan And Trust — Form 5500 plan (Ashland Food Cooperative)
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, Ashland Food Cooperative 401(K) Retirement Plan And Trust is a benefit plan reported by Ashland Food Cooperative under EIN 93-0634581 and plan number 001. The latest loaded filing year is 2023. The filing reports 148 participants and $7,166,773 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ashland Food Cooperative
- EIN
- 93-0634581
- Plan number
- 001
- Plan type
- 2
- Location
- Ashland, OR
- Latest filing year
- 2023
- Participants
- 148
- End-of-year plan assets
- $7,166,773
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 148 | H, C | 20241010172931NAL0021522641001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,166,773
- Total liabilities (EOY)
- $253
- Net assets (EOY)
- $7,166,520
- Net assets (BOY)
- $5,876,873
Income & contributions
- Employer contributions
- $179,661
- Participant contributions
- $323,674
- Total contributions
- $683,335
- Total income / additions
- $1,782,086
Expenses & distributions
- Benefits paid
- $459,416
- Administrative expenses
- $33,023
- Total expenses
- $492,439
- Net increase / (decrease)
- $1,289,647
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Statheros Financial Solutions | NONE | $29,398 | not reported in the loaded dataset | 2023 |