Retirement Savings And Investment Plan For Employees Of Knouse Foods Cooperative, Inc. Collective Bargaining Units — 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, Retirement Savings And Investment Plan For Employees Of Knouse Foods Cooperative, Inc. Collective Bargaining Units is a benefit plan reported by Knouse Foods Cooperative, Inc. under EIN 23-1324775 and plan number 006. The latest loaded filing year is 2023. The filing reports 641 participants and $13,523,636 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
- 006
- Plan type
- 2
- Location
- Peach Glen, PA
- Latest filing year
- 2023
- Participants
- 641
- End-of-year plan assets
- $13,523,636
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 641 | H, C | 20250730123152NAL0006629024001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,523,636
- Total liabilities (EOY)
- $150
- Net assets (EOY)
- $13,523,486
- Net assets (BOY)
- $11,724,773
Income & contributions
- Employer contributions
- $354,955
- Participant contributions
- $630,621
- Total contributions
- $985,576
- Total income / additions
- $3,552,981
Expenses & distributions
- Benefits paid
- $1,659,555
- Administrative expenses
- $17,639
- Total expenses
- $1,677,194
- Net increase / (decrease)
- $1,875,787
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Conrad Siegel | NONE | $17,639 | not reported in the loaded dataset | 2023 |
| Massachusetts Financial Services Co | NONE | $0 | $0 | 2023 |
| Fidelity & Research Company | NONE | $0 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
| Boston Trust Investment , Inc. | NONE | $0 | $0 | 2023 |
| Goldman Sachs Asset Lp | NONE | $0 | $0 | 2023 |
| Jp Morgan Investment Inc | 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
- Massachusetts Financial Services Co — Schedule C compensation
- Fidelity & Research Company — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Boston Trust Investment , Inc. — Schedule C compensation
- Goldman Sachs Asset Lp — Schedule C compensation
- Jp Morgan Investment Inc — Schedule C compensation