The Modified Contributory Retirement Plan For Cooperatives — Form 5500 plan (Central Valley Ag)
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 Modified Contributory Retirement Plan For Cooperatives is a benefit plan reported by Central Valley Ag under EIN 47-0834827 and plan number 010. The latest loaded filing year is 2023. The filing reports 268 participants and $27,462,433 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Central Valley Ag
- EIN
- 47-0834827
- Plan number
- 010
- Plan type
- 2
- Location
- York, NE
- Latest filing year
- 2023
- Participants
- 268
- End-of-year plan assets
- $27,462,433
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 268 | H, C | 20250111094651NAL0008519731001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,462,433
- Total liabilities (EOY)
- $17,972
- Net assets (EOY)
- $27,444,461
- Net assets (BOY)
- $24,163,704
Income & contributions
- Employer contributions
- $840,000
- Participant contributions
- $278,557
- Total contributions
- $1,118,557
- Total income / additions
- $3,871,836
Expenses & distributions
- Benefits paid
- $534,805
- Administrative expenses
- $56,274
- Total expenses
- $591,079
- Net increase / (decrease)
- $3,280,757
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Financial Group | NONE | $21,992 | not reported in the loaded dataset | 2023 |
| Mercer | NONE | $8,032 | not reported in the loaded dataset | 2023 |