Plan5500

The Restated Noncontributory Retirement Plan For Cooperatives — Form 5500 plan (Stateline 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, The Restated Noncontributory Retirement Plan For Cooperatives is a benefit plan reported by Stateline Cooperative under EIN 42-1023410 and plan number 020. The latest loaded filing year is 2023. The filing reports 289 participants and $24,617,252 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stateline Cooperative
EIN
42-1023410
Plan number
020
Plan type
2
Location
Burt, IA
Latest filing year
2023
Participants
289
End-of-year plan assets
$24,617,252

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023289H, C20250115125013NAL0012701539001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,617,252
Total liabilities (EOY)
$26,111
Net assets (EOY)
$24,591,141
Net assets (BOY)
$23,261,105

Income & contributions

Total contributions
$0
Total income / additions
$2,511,874

Expenses & distributions

Benefits paid
$1,141,983
Administrative expenses
$59,045
Total expenses
$1,201,028
Net increase / (decrease)
$1,310,846

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Financial GroupNONE$20,965not reported in the loaded dataset2023
MercerNONE$10,524not reported in the loaded dataset2023

Related Form 5500 pages