2023 Form 5500 filing — Rockingham Cooperative 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 20241008070156NAL0028049952001) for Rockingham Cooperative 401(K) Plan, reported by Rockingham Cooperative Farm Bureau, Inc. under EIN 54-0361980 and plan number 002. It reports 356 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)$18.9MReported net assets$18,909,996
Participants356
Provider compensation$37.4K3 Schedule C row(s)$37,442
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008070156NAL0028049952001
Plan sponsor
Rockingham Cooperative Farm Bureau, Inc.
EIN
54-0361980
Plan number
002
Location
Dayton, VA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$18.9M total assets
Net assets$18.9MLiabilities$0
Money in vs. money out
Total income / additions$4M
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
Employer$492.5K
Participant$791.1K
Full reported line items
Total assets (EOY)
$18,909,996
Total liabilities (EOY)
$0
Net assets (EOY)
$18,909,996
Employer contributions
$492,507
Participant contributions
$791,101
Total income / additions
$4,006,362
Benefits paid
$1,289,538
Administrative expenses
$37,442
Total expenses
$1,326,980
Net increase / (decrease)
$2,679,382
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $22.1K
  2. 2
    RECORDKEEPER · Direct $11.4K · Indirect $0
  3. 3
    INVESTMENT MGMT · Direct $3.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008070156NAL0028049952001 cover?
It is the 2023 Form 5500 filing for Rockingham Cooperative 401(K) Plan, reported by Rockingham Cooperative Farm Bureau, Inc. (EIN 54-0361980).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages