2023 Form 5500 filing — Equity Cooperative Livestock Sales Assoc Employees 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 20241015091358NAL0027917169001) for Equity Cooperative Livestock Sales Assoc Employees Retirement Plan, reported by Equity Cooperative Livestock Sales Association under EIN 39-0265540 and plan number 001. It reports 106 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015091358NAL0027917169001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Equity Cooperative Livestock Sales Association
- EIN
- 39-0265540
- Plan number
- 001
- Location
- Baraboo, WI
- Participants
- 106
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,628,509
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,628,509
- Employer contributions
- $241,789
- Total income / additions
- $942,541
- Benefits paid
- $730,755
- Administrative expenses
- $123,992
- Total expenses
- $854,747
- Net increase / (decrease)
- $87,794
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bmo Harris N.A. | NONE | $26,357 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $11,896 | not reported in the loaded dataset |
| Newport Group, Inc. | NONE | $6,452 | not reported in the loaded dataset |