2023 Form 5500 filing — Federated Co-Ops, Inc. 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 20240917153758NAL0003152753001) for Federated Co-Ops, Inc. 401(K) Plan And Trust, reported by Federated Co-Ops, Inc. under EIN 41-1986440 and plan number 002. It reports 303 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917153758NAL0003152753001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Federated Co-Ops, Inc.
- EIN
- 41-1986440
- Plan number
- 002
- Location
- Princeton, MN
- Participants
- 303
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,010,603
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,010,603
- Employer contributions
- $720,155
- Participant contributions
- $987,869
- Total income / additions
- $4,947,132
- Benefits paid
- $1,160,028
- Administrative expenses
- $54,687
- Total expenses
- $1,214,715
- Net increase / (decrease)
- $3,732,417
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $29,687 | $0 |
| Christensen Group Financial LLC | INVESTMENT ADVISOR | $25,000 | not reported in the loaded dataset |