2023 Form 5500 filing — Retirement Savings And Investment Plan For Employees Of Knouse Foods Cooperative, Inc. Collective Bargaining Units

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 20250730123152NAL0006629024001) for Retirement Savings And Investment Plan For Employees Of Knouse Foods Cooperative, Inc. Collective Bargaining Units, reported by Knouse Foods Cooperative, Inc. under EIN 23-1324775 and plan number 006. It reports 641 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250730123152NAL0006629024001
Filing year
2023
Form type
2
Plan sponsor
Knouse Foods Cooperative, Inc.
EIN
23-1324775
Plan number
006
Location
Peach Glen, PA
Participants
641
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$13,523,636
Total liabilities (EOY)
$150
Net assets (EOY)
$13,523,486
Employer contributions
$354,955
Participant contributions
$630,621
Total income / additions
$3,552,981
Benefits paid
$1,659,555
Administrative expenses
$17,639
Total expenses
$1,677,194
Net increase / (decrease)
$1,875,787
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Conrad SiegelNONE$17,639not reported in the loaded dataset
Massachusetts Financial Services CoNONE$0$0
Fidelity & Research CompanyNONE$0$0
Charles Schwab & Co., Inc.NONE$0$0
Boston Trust Investment , Inc.NONE$0$0
Goldman Sachs Asset LpNONE$0$0
Jp Morgan Investment IncNONE$0$0

Related Form 5500 pages