2023 Form 5500 filing — The Modified Contributory Retirement Plan For Cooperatives
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 20250111094651NAL0008519731001) for The Modified Contributory Retirement Plan For Cooperatives, reported by Central Valley Ag under EIN 47-0834827 and plan number 010. It reports 268 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250111094651NAL0008519731001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Central Valley Ag
- EIN
- 47-0834827
- Plan number
- 010
- Location
- York, NE
- Participants
- 268
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,462,433
- Total liabilities (EOY)
- $17,972
- Net assets (EOY)
- $27,444,461
- Employer contributions
- $840,000
- Participant contributions
- $278,557
- Total income / additions
- $3,871,836
- Benefits paid
- $534,805
- Administrative expenses
- $56,274
- Total expenses
- $591,079
- Net increase / (decrease)
- $3,280,757
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Financial Group | NONE | $21,992 | not reported in the loaded dataset |
| Mercer | NONE | $8,032 | not reported in the loaded dataset |