2023 Form 5500 filing — Outpost Natural Foods Cooperative 401(K) 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 20250422151817NAL0002932227001) for Outpost Natural Foods Cooperative 401(K) Plan And Trust, reported by Outpost Natural Foods Cooperative under EIN 39-1194880 and plan number 001. It reports 375 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250422151817NAL0002932227001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Outpost Natural Foods Cooperative
- EIN
- 39-1194880
- Plan number
- 001
- Location
- Milwaukee, WI
- Participants
- 375
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,255,418
- Total liabilities (EOY)
- $13,117
- Net assets (EOY)
- $12,242,301
- Employer contributions
- $83,905
- Participant contributions
- $360,189
- Total income / additions
- $3,048,718
- Benefits paid
- $960,784
- Administrative expenses
- $33,890
- Total expenses
- $994,674
- Net increase / (decrease)
- $2,054,044
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alerus Financial, N.A. | NONE | $19,967 | $0 |
| Kestra Financial, Inc. | NONE | $13,923 | not reported in the loaded dataset |