Outpost Natural Foods Cooperative 401(K) Plan And Trust — Form 5500 plan (Outpost Natural Foods 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, Outpost Natural Foods Cooperative 401(K) Plan And Trust is a benefit plan reported by Outpost Natural Foods Cooperative under EIN 39-1194880 and plan number 001. The latest loaded filing year is 2023. The filing reports 375 participants and $12,255,418 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Outpost Natural Foods Cooperative
- EIN
- 39-1194880
- Plan number
- 001
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 375
- End-of-year plan assets
- $12,255,418
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 375 | H, C | 20250422151817NAL0002932227001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,255,418
- Total liabilities (EOY)
- $13,117
- Net assets (EOY)
- $12,242,301
- Net assets (BOY)
- $10,188,257
Income & contributions
- Employer contributions
- $83,905
- Participant contributions
- $360,189
- Total contributions
- $462,394
- Total income / additions
- $3,048,718
Expenses & distributions
- Benefits paid
- $960,784
- Administrative expenses
- $33,890
- Total expenses
- $994,674
- Net increase / (decrease)
- $2,054,044
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alerus Financial, N.A. | NONE | $19,967 | $0 | 2023 |
| Kestra Financial, Inc. | NONE | $13,923 | not reported in the loaded dataset | 2023 |