2023 Form 5500 filing — Equity Cooperative Livestock Sales Association 401(K) Salary Reduction Plan And Trust
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 20241015085916NAL0048574592001) for Equity Cooperative Livestock Sales Association 401(K) Salary Reduction Plan And Trust, reported by Equity Cooperative Livestock Sales Association under EIN 39-0265540 and plan number 002. It reports 269 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015085916NAL0048574592001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Equity Cooperative Livestock Sales Association
- EIN
- 39-0265540
- Plan number
- 002
- Location
- Baraboo, WI
- Participants
- 269
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,065,501
- Total liabilities (EOY)
- $6,439
- Net assets (EOY)
- $9,059,062
- Employer contributions
- $196,138
- Participant contributions
- $386,335
- Total income / additions
- $1,964,941
- Benefits paid
- $290,248
- Administrative expenses
- $26,754
- Total expenses
- $317,002
- Net increase / (decrease)
- $1,647,939
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $24,873 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |