2023 Form 5500 filing — Maryland & Virginia Milk Producers Cooperative Association, Inc. 401(K) 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 20240924102104NAL0022685712001) for Maryland & Virginia Milk Producers Cooperative Association, Inc. 401(K) Retirement Plan, reported by Maryland & Virginia Milk Producers Cooperative Association, Inc. under EIN 54-0629090 and plan number 002. It reports 858 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924102104NAL0022685712001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Maryland & Virginia Milk Producers Cooperative Association, Inc.
- EIN
- 54-0629090
- Plan number
- 002
- Location
- Herndon, VA
- Participants
- 858
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,565,584
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,565,584
- Employer contributions
- $1,085,192
- Participant contributions
- $3,276,434
- Total income / additions
- $10,795,304
- Benefits paid
- $4,144,173
- Administrative expenses
- $72,891
- Total expenses
- $4,217,064
- Net increase / (decrease)
- $6,578,240
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northeast Financial Group | INVESTMENT ADVISORY | $38,409 | $16 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $34,482 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |