Plan5500

Co-Op 401(K) Plan — Form 5500 plan (Landmark Services Cooperative)

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, Co-Op 401(K) Plan is a benefit plan reported by Landmark Services Cooperative under EIN 39-0234240 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,193 participants and $62,377,007 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Landmark Services Cooperative
EIN
39-0234240
Plan number
001
Plan type
2
Location
Cottage Grove, WI
Latest filing year
2023
Participants
1,193
End-of-year plan assets
$62,377,007

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,193H, C20241010090455NAL0040228258001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$62,377,007
Total liabilities (EOY)
$5,885
Net assets (EOY)
$62,371,122
Net assets (BOY)
$58,009,421

Income & contributions

Employer contributions
$1,846,986
Participant contributions
$2,380,948
Total contributions
$4,414,685
Total income / additions
$13,179,935

Expenses & distributions

Benefits paid
$8,733,905
Administrative expenses
$84,329
Total expenses
$8,818,234
Net increase / (decrease)
$4,361,701

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Milliman, Inc.NONE$49,957not reported in the loaded dataset2023
Charles Schwab BankNONE$10,564not reported in the loaded dataset2023

Related Form 5500 pages