2023 Form 5500 filing — Co-Op 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 20250710130137NAL0004075875001) for Co-Op 401(K) Plan, reported by Envision Cooperative under EIN 45-0133140 and plan number 001. It reports 158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$5.3MReported net assets$5,301,128
Participants158
Provider compensation$28.9K1 Schedule C row(s)$28,918
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250710130137NAL0004075875001
- Plan sponsor
- Envision Cooperative
- EIN
- 45-0133140
- Plan number
- 001
- Location
- Rugby, ND
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$5.3M total assets
Net assets$5.3MLiabilities$557
Full reported line items
- Total assets (EOY)
- $5,301,685
- Total liabilities (EOY)
- $557
- Net assets (EOY)
- $5,301,128
- Employer contributions
- $348,596
- Participant contributions
- $184,049
- Total income / additions
- $1,767,690
- Benefits paid
- $1,212,307
- Administrative expenses
- $33,155
- Total expenses
- $1,245,462
- Net increase / (decrease)
- $522,228
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $28,918 | not reported in the loaded dataset |