2023 Form 5500 filing — Wholestone Farms Cooperative Bargained Employees 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 20241015085511NAL0027879009001) for Wholestone Farms Cooperative Bargained Employees 401(K) Plan, reported by Wholestone Farms Cooperative Inc under EIN 83-1174153 and plan number 002. It reports 1,228 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015085511NAL0027879009001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wholestone Farms Cooperative Inc
- EIN
- 83-1174153
- Plan number
- 002
- Location
- Fremont, NE
- Participants
- 1,228
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,951,741
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,951,741
- Employer contributions
- $889,122
- Participant contributions
- $1,239,000
- Total income / additions
- $3,962,619
- Benefits paid
- $3,736,650
- Administrative expenses
- $116,625
- Total expenses
- $3,850,020
- Net increase / (decrease)
- $112,599
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $88,526 | $0 |
| Gallagher Benefit Services Inc Dba | INVESTMENT ADVISOR | $15,795 | not reported in the loaded dataset |
| Vpag LLC Dba Visionpoint Advisory G | INVESTMENT ADVISOR | $11,202 | not reported in the loaded dataset |
| Kestra Advisory Services LLC | OTHER | $1,100 | not reported in the loaded dataset |