Knouse Foods Cooperative, Inc. Retirement Savings & Investment Plan — Form 5500 plan (Knouse Foods Cooperative, Inc.)
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, Knouse Foods Cooperative, Inc. Retirement Savings & Investment Plan is a benefit plan reported by Knouse Foods Cooperative, Inc. under EIN 23-1324775 and plan number 005. The latest loaded filing year is 2023. The filing reports 353 participants and $23,145,179 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Knouse Foods Cooperative, Inc.
- EIN
- 23-1324775
- Plan number
- 005
- Plan type
- 2
- Location
- Peach Glen, PA
- Latest filing year
- 2023
- Participants
- 353
- End-of-year plan assets
- $23,145,179
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 353 | H, C | 20250730120927NAL0002328163001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,145,179
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,145,179
- Net assets (BOY)
- $23,051,701
Income & contributions
- Employer contributions
- $242,611
- Participant contributions
- $1,056,037
- Total contributions
- $1,379,001
- Total income / additions
- $6,457,059
Expenses & distributions
- Benefits paid
- $6,432,606
- Administrative expenses
- $8,640
- Total expenses
- $6,441,246
- Net increase / (decrease)
- $15,813
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Conrad Siegel | NONE | $8,640 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
| Fidelity & Research Company | NONE | $0 | $0 | 2023 |
| Massachusetts Financial Services Co | NONE | $0 | $0 | 2023 |
| Jp Morgan Investment Inc | NONE | $0 | $0 | 2023 |
| Boston Trust Investment , Inc. | NONE | $0 | $0 | 2023 |
| Goldman Sachs Asset Lp | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Knouse Foods Cooperative, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Peach Glen, PA
- Conrad Siegel — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Fidelity & Research Company — Schedule C compensation
- Massachusetts Financial Services Co — Schedule C compensation
- Jp Morgan Investment Inc — Schedule C compensation
- Boston Trust Investment , Inc. — Schedule C compensation
- Goldman Sachs Asset Lp — Schedule C compensation