2023 Form 5500 filing — Co-Op 401(K) 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 20240909110424NAL0005399361001) for Co-Op 401(K) Plan, reported by Provision Partners Cooperative Dba Allied Cooperative under EIN 39-1837623 and plan number 001. It reports 276 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909110424NAL0005399361001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Provision Partners Cooperative Dba Allied Cooperative
- EIN
- 39-1837623
- Plan number
- 001
- Location
- Marshfield, WI
- Participants
- 276
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,063,671
- Total liabilities (EOY)
- $4,945
- Net assets (EOY)
- $38,058,726
- Employer contributions
- $509,115
- Participant contributions
- $787,890
- Total income / additions
- $4,127,615
- Benefits paid
- $1,557,784
- Administrative expenses
- $46,470
- Total expenses
- $1,604,254
- Net increase / (decrease)
- $2,523,361
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $33,988 | not reported in the loaded dataset |