The Restated Thrift/Profit Sharing Plan For Cooperatives — Form 5500 plan (Kanza 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 Thrift/Profit Sharing Plan For Cooperatives is a benefit plan reported by Kanza Cooperative Association under EIN 48-0277750 and plan number 030. The latest loaded filing year is 2023. The filing reports 221 participants and $9,641,578 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kanza Cooperative Association
- EIN
- 48-0277750
- Plan number
- 030
- Plan type
- 2
- Location
- Iuka, KS
- Latest filing year
- 2023
- Participants
- 221
- End-of-year plan assets
- $9,641,578
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 221 | H, C | 20241009142553NAL0033033296001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,641,578
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,641,578
- Net assets (BOY)
- $8,724,067
Income & contributions
- Employer contributions
- $356,408
- Participant contributions
- $805,698
- Total contributions
- $1,412,981
- Total income / additions
- $2,789,240
Expenses & distributions
- Benefits paid
- $1,546,510
- Administrative expenses
- $13,005
- Total expenses
- $1,559,515
- Net increase / (decrease)
- $1,229,725
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $9,880 | $71 | 2023 |
| Dst Asset Manager Solutions, Inc. | NONE | $0 | $0 | 2023 |
| Massachusetts Financial Services Co | NONE | $0 | $0 | 2023 |
| Wellington Trust Co., Na | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kanza Cooperative Association
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Iuka, KS
- Principal Life Insurance Company — Schedule C compensation
- Dst Asset Manager Solutions, Inc. — Schedule C compensation
- Massachusetts Financial Services Co — Schedule C compensation
- Wellington Trust Co., Na — Schedule C compensation