Peoples Food Co-Op, Inc. 401(K) Plan — Form 5500 plan (Peoples Food Co-Op, 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, Peoples Food Co-Op, Inc. 401(K) Plan is a benefit plan reported by Peoples Food Co-Op, Inc. under EIN 39-1319077 and plan number 001. The latest loaded filing year is 2023. The filing reports 180 participants and $1,863,526 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Peoples Food Co-Op, Inc.
EIN
39-1319077
Plan number
001
Plan type
2
Location
La Crosse, WI
Latest filing year
2023
Participants
180
End-of-year plan assets
$1,863,526

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023180H, C20250708143641NAL0011455698001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,863,526
Total liabilities (EOY)
$0
Net assets (EOY)
$1,863,526
Net assets (BOY)
$1,573,151

Income & contributions

Employer contributions
$44,826
Participant contributions
$176,461
Total contributions
$221,287
Total income / additions
$600,507

Expenses & distributions

Benefits paid
$297,308
Administrative expenses
$12,824
Total expenses
$310,132
Net increase / (decrease)
$290,375

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ameritas Life Insurance Corp.RECORDKEEPER$6,426$02023
Mesirow Financial Investment, Mgmt3(21) FIDUCIARY$6,398not reported in the loaded dataset2023

Related Form 5500 pages