The Restated Noncontributory Retirement Plan For Cooperatives — Form 5500 plan (First Cooperative Association)

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, The Restated Noncontributory Retirement Plan For Cooperatives is a benefit plan reported by First Cooperative Association under EIN 42-0243900 and plan number 020. The latest loaded filing year is 2023. The filing reports 166 participants and $6,528,869 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
First Cooperative Association
EIN
42-0243900
Plan number
020
Plan type
2
Location
Albert City, IA
Latest filing year
2023
Participants
166
End-of-year plan assets
$6,528,869

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023166H, C20250109115243NAL0006961859001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,528,869
Total liabilities (EOY)
$1,714
Net assets (EOY)
$6,527,155
Net assets (BOY)
$6,838,570

Income & contributions

Total contributions
$0
Total income / additions
$253,740

Expenses & distributions

Benefits paid
$540,133
Administrative expenses
$25,022
Total expenses
$565,155
Net increase / (decrease)
-$311,415

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Financial GroupNONE$5,899not reported in the loaded dataset2023

Related Form 5500 pages