2023 Form 5500 filing — Legacy Farmers Cooperative Savings And Retirement 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 20240826142604NAL0020603730001) for Legacy Farmers Cooperative Savings And Retirement Plan, reported by Legacy Farmers Cooperative under EIN 34-1593358 and plan number 002. It reports 157 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240826142604NAL0020603730001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Legacy Farmers Cooperative
- EIN
- 34-1593358
- Plan number
- 002
- Location
- Findlay, OH
- Participants
- 157
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,418,918
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,418,918
- Employer contributions
- $530,346
- Participant contributions
- $634,539
- Total income / additions
- $3,586,794
- Benefits paid
- $1,393,783
- Administrative expenses
- $60,431
- Total expenses
- $1,454,214
- Net increase / (decrease)
- $2,132,580
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $60,430 | $0 |
| Resolute Wealth Advisor, Inc. | INVESTMENT ADVISORY | $0 | $32,639 |