Ncba Clusa 401(K) Retirement Plan — Form 5500 plan (The Cooperative League Of The U.S.A.)
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, Ncba Clusa 401(K) Retirement Plan is a benefit plan reported by The Cooperative League Of The U.S.A. under EIN 36-2007481 and plan number 002. The latest loaded filing year is 2023. The filing reports 125 participants and $14,020,139 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Cooperative League Of The U.S.A.
- EIN
- 36-2007481
- Plan number
- 002
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 125
- End-of-year plan assets
- $14,020,139
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 125 | H, C | 20241008174650NAL0018087553001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,020,139
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,020,139
- Net assets (BOY)
- $12,007,046
Income & contributions
- Employer contributions
- $408,180
- Participant contributions
- $598,357
- Total contributions
- $1,014,756
- Total income / additions
- $2,626,711
Expenses & distributions
- Benefits paid
- $552,834
- Administrative expenses
- $60,784
- Total expenses
- $613,618
- Net increase / (decrease)
- $2,013,093
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning | NONE | $39,913 | not reported in the loaded dataset | 2023 |
| Cpi Qualified Plan Consultants | NONE | $20,871 | not reported in the loaded dataset | 2023 |