Country Visions Cooperative 401(K) Retirement Savings Plan — Form 5500 plan (Country Visions 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, Country Visions Cooperative 401(K) Retirement Savings Plan is a benefit plan reported by Country Visions Cooperative under EIN 39-0562160 and plan number 003. The latest loaded filing year is 2023. The filing reports 448 participants and $35,917,304 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Country Visions Cooperative
- EIN
- 39-0562160
- Plan number
- 003
- Plan type
- 2
- Location
- Little Chute, WI
- Latest filing year
- 2023
- Participants
- 448
- End-of-year plan assets
- $35,917,304
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 448 | H, C | 20241002160629NAL0008598625001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,917,304
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,917,304
- Net assets (BOY)
- $31,675,483
Income & contributions
- Employer contributions
- $1,217,623
- Participant contributions
- $1,555,010
- Total contributions
- $2,923,778
- Total income / additions
- $7,237,606
Expenses & distributions
- Benefits paid
- $2,932,669
- Administrative expenses
- $63,116
- Total expenses
- $2,995,785
- Net increase / (decrease)
- $4,241,821
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Usa | RECORDKEEPER | $3,465 | $0 | 2023 |