Plan5500

Co-Op 401(K) Plan — Form 5500 plan (Central Valley Ag 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, Co-Op 401(K) Plan is a benefit plan reported by Central Valley Ag Cooperative under EIN 47-0834827 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,383 participants and $58,589,313 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Central Valley Ag Cooperative
EIN
47-0834827
Plan number
002
Plan type
2
Location
York, NE
Latest filing year
2023
Participants
1,383
End-of-year plan assets
$58,589,313

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,383H, C20241009090303NAL0018937665001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$58,589,313
Total liabilities (EOY)
$94,065
Net assets (EOY)
$58,495,248
Net assets (BOY)
$51,930,379

Income & contributions

Employer contributions
$547,616
Participant contributions
$3,477,150
Total contributions
$4,041,829
Total income / additions
$12,237,489

Expenses & distributions

Benefits paid
$5,589,897
Administrative expenses
$82,723
Total expenses
$5,672,620
Net increase / (decrease)
$6,564,869

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Milliman, Inc.NONE$49,729not reported in the loaded dataset2023
Charles Schwab Investment MgmtNONE$9,797not reported in the loaded dataset2023
Agri-Invest, LLCNONE$7,909not reported in the loaded dataset2023

Related Form 5500 pages