2023 Form 5500 filing — Outagamie Co-Op Services, Inc. Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240711112701NAL0018281601001) for Outagamie Co-Op Services, Inc. Retirement Savings Plan, reported by Outagamie Co-Op Services, Inc. under EIN 39-1316865 and plan number 001. It reports 156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240711112701NAL0018281601001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Outagamie Co-Op Services, Inc.
- EIN
- 39-1316865
- Plan number
- 001
- Location
- Little Chute, WI
- Participants
- 156
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,913,201
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,913,201
- Employer contributions
- $89,913
- Participant contributions
- $128,451
- Total income / additions
- $616,560
- Benefits paid
- $10,502
- Administrative expenses
- $7,313
- Total expenses
- $17,815
- Net increase / (decrease)
- $598,745
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $6,813 | $0 |
| Retirement Strategies LLC | TPA | $500 | $0 |