Federated Co-Ops, Inc. 401(K) Plan And Trust — Form 5500 plan (Federated Co-Ops, 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, Federated Co-Ops, Inc. 401(K) Plan And Trust is a benefit plan reported by Federated Co-Ops, Inc. under EIN 41-1986440 and plan number 002. The latest loaded filing year is 2023. The filing reports 303 participants and $25,010,603 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Federated Co-Ops, Inc.
EIN
41-1986440
Plan number
002
Plan type
2
Location
Princeton, MN
Latest filing year
2023
Participants
303
End-of-year plan assets
$25,010,603

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023303H, C20240917153758NAL0003152753001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,010,603
Total liabilities (EOY)
$0
Net assets (EOY)
$25,010,603
Net assets (BOY)
$21,278,186

Income & contributions

Employer contributions
$720,155
Participant contributions
$987,869
Total contributions
$1,838,805
Total income / additions
$4,947,132

Expenses & distributions

Benefits paid
$1,160,028
Administrative expenses
$54,687
Total expenses
$1,214,715
Net increase / (decrease)
$3,732,417

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$29,687$02023
Christensen Group Financial LLCINVESTMENT ADVISOR$25,000not reported in the loaded dataset2023

Related Form 5500 pages