River Country Co-Op 401(K) Plan — Form 5500 plan (River Country Co-Op)
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, River Country Co-Op 401(K) Plan is a benefit plan reported by River Country Co-Op under EIN 39-1652209 and plan number 001. The latest loaded filing year is 2023. The filing reports 454 participants and $21,037,453 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- River Country Co-Op
- EIN
- 39-1652209
- Plan number
- 001
- Plan type
- 2
- Location
- Chippewa Falls, WI
- Latest filing year
- 2023
- Participants
- 454
- End-of-year plan assets
- $21,037,453
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 454 | H, C | 20250325141106NAL0014369521001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,037,453
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,037,453
- Net assets (BOY)
- $17,509,607
Income & contributions
- Employer contributions
- $588,904
- Participant contributions
- $790,538
- Total contributions
- $1,499,749
- Total income / additions
- $4,701,936
Expenses & distributions
- Benefits paid
- $1,064,755
- Administrative expenses
- $109,335
- Total expenses
- $1,174,090
- Net increase / (decrease)
- $3,527,846
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $109,334 | $0 | 2023 |
| Raymond James & Associates, Inc. | INVESTMENT ADVISORY | $0 | $61,725 | 2023 |