2023 Form 5500 filing — Culpeper Farmers' Cooperative, Inc. Retirement Savings 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 20241014143957NAL0044911984001) for Culpeper Farmers' Cooperative, Inc. Retirement Savings Plan, reported by Culpeper Farmers' Cooperative, Inc. under EIN 54-0185700 and plan number 005. It reports 145 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014143957NAL0044911984001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Culpeper Farmers' Cooperative, Inc.
- EIN
- 54-0185700
- Plan number
- 005
- Location
- Culpeper, VA
- Participants
- 145
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,727,160
- Net assets (EOY)
- $5,727,160
- Employer contributions
- $172,780
- Participant contributions
- $269,442
- Total income / additions
- $1,226,485
- Benefits paid
- $2,879,347
- Administrative expenses
- $28,206
- Total expenses
- $2,907,553
- Net increase / (decrease)
- -$1,681,068
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $27,083 | $0 |
| Lpl Financial | INVESTMENT AD VISOR | $18,399 | $0 |
| Chase Benefit Advisors | CONTACT ADMIN | $6,109 | $5,311 |