2023 Form 5500 filing — Central Co-Op 401(K) Plan And Trust

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 20240821105257NAL0003849841001) for Central Co-Op 401(K) Plan And Trust, reported by Central Co-Op under EIN 91-1042942 and plan number 001. It reports 132 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.5MReported net assets$1,515,396
Participants132
Provider compensation$28.4K2 Schedule C row(s)$28,391
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240821105257NAL0003849841001
Plan sponsor
Central Co-Op
EIN
91-1042942
Plan number
001
Location
Seattle, WA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.5M total assets
Net assets$1.5MLiabilities$16.2K
Money in vs. money out
Total income / additions$358K
Total expenses$270.5K
Benefits paid / distributions$242.1K
Contributions
Employer$54.8K
Participant$62.4K
Full reported line items
Total assets (EOY)
$1,531,556
Total liabilities (EOY)
$16,160
Net assets (EOY)
$1,515,396
Employer contributions
$54,842
Participant contributions
$62,357
Total income / additions
$358,042
Benefits paid
$242,092
Administrative expenses
$28,391
Total expenses
$270,483
Net increase / (decrease)
$87,559

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Alerus Financial, N.A.NONE$25,293$0
Alerus Investment Advisors, Inc.NONE$3,098not reported in the loaded dataset

Related Form 5500 pages