Original filing (PDF)20241211153524NAL0023064850001

SOUTHERN WISCONSIN COOPERATIVE

Name: SOUTHERN WISCONSIN COOPERATIVE — CO-OP 401(K) PLAN, Form 5500 (2023)
Creator: SOUTHERN WISCONSIN COOPERATIVE

Form 5500-SF

FILING_RECEIVED

CO-OP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$709K

Net assets (EOY)

$709K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHERN WISCONSIN COOPERATIVE.

Plan sponsor

Name

SOUTHERN WISCONSIN COOPERATIVE

EIN

39-1024965

Address

2914 13TH STREET · MONROE, WI · 53566

Phone

(608) 325-4320

Industry

Agriculture, Forestry, Fishing, Huntingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-08-01

Tax period

2024-07-31

Filed

2024-12-11

Pension benefit codes

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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