The Restated Noncontributory Retirement Plan For Cooperatives — Form 5500 plan (Innovative Ag Services Co.)

Plain-English plan 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, The Restated Noncontributory Retirement Plan For Cooperatives is a benefit plan reported by Innovative Ag Services Co. under EIN 20-2096489 and plan number 020. The latest loaded filing year is 2023. The filing reports 764 participants and $64,811,437 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Innovative Ag Services Co.
EIN
20-2096489
Plan number
020
Plan type
2
Location
Monticello, IA
Latest filing year
2023
Participants
764
End-of-year plan assets
$64,811,437

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023764H, C20250114085919NAL0039857666001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$64,811,437
Total liabilities (EOY)
$24,699
Net assets (EOY)
$64,786,738
Net assets (BOY)
$57,497,763

Income & contributions

Employer contributions
$1,679,493
Total contributions
$1,679,493
Total income / additions
$9,990,982

Expenses & distributions

Benefits paid
$2,553,096
Administrative expenses
$149,250
Total expenses
$2,702,346
Net increase / (decrease)
$7,288,636

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Financial GroupNONE$51,800not reported in the loaded dataset2023
MercerNONE$18,359not reported in the loaded dataset2023

Related Form 5500 pages