Wholestone Farms Cooperative Bargained Employees 401(K) Plan — Form 5500 plan (Wholestone Farms Cooperative Inc)
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, Wholestone Farms Cooperative Bargained Employees 401(K) Plan is a benefit plan reported by Wholestone Farms Cooperative Inc under EIN 83-1174153 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,228 participants and $26,951,741 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wholestone Farms Cooperative Inc
- EIN
- 83-1174153
- Plan number
- 002
- Plan type
- 2
- Location
- Fremont, NE
- Latest filing year
- 2023
- Participants
- 1,228
- End-of-year plan assets
- $26,951,741
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,228 | H, C | 20241015085511NAL0027879009001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,951,741
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,951,741
- Net assets (BOY)
- $26,839,142
Income & contributions
- Employer contributions
- $889,122
- Participant contributions
- $1,239,000
- Total contributions
- $2,128,122
- Total income / additions
- $3,962,619
Expenses & distributions
- Benefits paid
- $3,736,650
- Administrative expenses
- $116,625
- Total expenses
- $3,850,020
- Net increase / (decrease)
- $112,599
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $88,526 | $0 | 2023 |
| Gallagher Benefit Services Inc Dba | INVESTMENT ADVISOR | $15,795 | not reported in the loaded dataset | 2023 |
| Vpag LLC Dba Visionpoint Advisory G | INVESTMENT ADVISOR | $11,202 | not reported in the loaded dataset | 2023 |
| Kestra Advisory Services LLC | OTHER | $1,100 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wholestone Farms Cooperative Inc
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Fremont, NE
- Empower Annuity Insurance Company O — Schedule C compensation
- Gallagher Benefit Services Inc Dba — Schedule C compensation
- Vpag LLC Dba Visionpoint Advisory G — Schedule C compensation
- Kestra Advisory Services LLC — Schedule C compensation