2023 Form 5500 filing — Ncba Clusa 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 20241008174650NAL0018087553001) for Ncba Clusa 401(K) Retirement Plan, reported by The Cooperative League Of The U.S.A. under EIN 36-2007481 and plan number 002. It reports 125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008174650NAL0018087553001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Cooperative League Of The U.S.A.
- EIN
- 36-2007481
- Plan number
- 002
- Location
- Washington, DC
- Participants
- 125
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,020,139
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,020,139
- Employer contributions
- $408,180
- Participant contributions
- $598,357
- Total income / additions
- $2,626,711
- Benefits paid
- $552,834
- Administrative expenses
- $60,784
- Total expenses
- $613,618
- Net increase / (decrease)
- $2,013,093
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning | NONE | $39,913 | not reported in the loaded dataset |
| Cpi Qualified Plan Consultants | NONE | $20,871 | not reported in the loaded dataset |