2023 Form 5500 filing — Eau Claire Co-Op Oil Company 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 20250408165637NAL0010155795001) for Eau Claire Co-Op Oil Company 401(K) Plan, reported by Eau Claire Co-Op Oil Company under EIN 39-0255640 and plan number 002. It reports 175 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250408165637NAL0010155795001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eau Claire Co-Op Oil Company
- EIN
- 39-0255640
- Plan number
- 002
- Location
- Eau Claire, WI
- Participants
- 175
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,443,200
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,443,200
- Employer contributions
- $2,225,490
- Participant contributions
- $888,332
- Total income / additions
- $7,090,093
- Benefits paid
- $1,900,798
- Administrative expenses
- $80,291
- Total expenses
- $1,981,089
- Net increase / (decrease)
- $5,109,004
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Orgel Wealth Management, LLC | INVESTMENT ADVISOR | $68,293 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $11,998 | $0 |