401k Plan data: CO-OP 401(K) PLAN plan

CO-OP 401(K) PLAN 401k Plan overview

Plan Name	CO-OP 401(K) PLAN
Plan identification number	002

CO-OP 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JAMES VALLEY GRAIN, LLC has sponsored the creation of one or more 401k plans.

Company Name: JAMES VALLEY GRAIN, LLC

Employer identification number (EIN): 450461126

NAIC Classification: 812990
NAIC Description: All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CO-OP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 TIFFANY HEIER 2024-05-10
002 2022-01-01 TIFFANY HEIER 2023-04-03
002 2022-01-01 TIFFANY HEIER 2023-05-10
002 2021-01-01
002 2021-01-01
002 2020-01-01 JENNI DILL-SEYER 2021-06-29
002 2019-01-01 JENNI DILL-SEYER 2020-06-19
002 2018-01-01 TIFFANY HEIER 2019-07-24
002 2017-01-01 TIFFANY HEIER 2018-10-01
002 2016-01-01 TIFFANY HEIER 2017-07-11
002 2015-01-01 TIFFANY HEIER 2016-07-19
002 2014-01-01 WHITNEY SUNDQUIST 2015-06-29
002 2013-01-01 WHITNEY SUNDQUIST 2014-07-08
002 2012-01-01 WHITNEY SUNDQUIST 2013-07-30
002 2011-01-01 WHITNEY SUNDQUIST 2014-07-08
002 2009-01-01 MYRON JEPSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	TIFFANY HEIER	2024-05-10
002	2022-01-01	TIFFANY HEIER	2023-04-03
002	2022-01-01	TIFFANY HEIER	2023-05-10
002	2021-01-01
002	2021-01-01
002	2020-01-01	JENNI DILL-SEYER	2021-06-29
002	2019-01-01	JENNI DILL-SEYER	2020-06-19
002	2018-01-01	TIFFANY HEIER	2019-07-24
002	2017-01-01	TIFFANY HEIER	2018-10-01
002	2016-01-01	TIFFANY HEIER	2017-07-11
002	2015-01-01	TIFFANY HEIER	2016-07-19
002	2014-01-01	WHITNEY SUNDQUIST	2015-06-29
002	2013-01-01	WHITNEY SUNDQUIST	2014-07-08
002	2012-01-01	WHITNEY SUNDQUIST	2013-07-30
002	2011-01-01	WHITNEY SUNDQUIST	2014-07-08
002	2009-01-01	MYRON JEPSON

Plan Statistics for CO-OP 401(K) PLAN

401k plan membership statisitcs for CO-OP 401(K) PLAN

Measure Date Value
2021: CO-OP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 36
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 11
Total of all active and inactive participants 2021-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 47
Number of participants with account balances 2021-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2009: CO-OP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 20
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 4
Total of all active and inactive participants 2009-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 24
Number of participants with account balances 2009-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2021: CO-OP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	36
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	11
Total of all active and inactive participants	2021-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	47
Number of participants with account balances	2021-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2009: CO-OP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	20
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	4
Total of all active and inactive participants	2009-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	24
Number of participants with account balances	2009-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on CO-OP 401(K) PLAN

Measure	Date	Value
2021 : CO-OP 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$565,212
Expenses. Total of all expenses incurred	2021-12-31	$403,383
Benefits paid (including direct rollovers)	2021-12-31	$393,877
Total plan assets at end of year	2021-12-31	$2,875,560
Total plan assets at beginning of year	2021-12-31	$2,713,731
Value of fidelity bond covering the plan	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$179,070
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$2,933
Other income received	2021-12-31	$261,729
Net income (gross income less expenses)	2021-12-31	$161,829
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,875,560
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,713,731
Assets. Value of participant loans	2021-12-31	$86,717
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$121,480
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$9,506
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2021-12-31	$0
Minimum employer required contribution for this plan year	2021-12-31	$0
Amount contributed by the employer to the plan for this plan year	2021-12-31	$0
2010 : CO-OP 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$-32,966
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$282,382
Expenses. Total of all expenses incurred	2010-12-31	$11,413
Benefits paid (including direct rollovers)	2010-12-31	$4,707
Total plan assets at end of year	2010-12-31	$804,268
Total plan assets at beginning of year	2010-12-31	$566,265
Value of fidelity bond covering the plan	2010-12-31	$150,000
Total contributions received or receivable from participants	2010-12-31	$109,686
Expenses. Other expenses not covered elsewhere	2010-12-31	$6,706
Contributions received from other sources (not participants or employers)	2010-12-31	$1,419
Other income received	2010-12-31	$88,926
Net income (gross income less expenses)	2010-12-31	$270,969
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$804,268
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$566,265
Assets. Value of participant loans	2010-12-31	$27,404
Total contributions received or receivable from employer(s)	2010-12-31	$82,351
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : CO-OP 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for CO-OP 401(K) PLAN

2021: CO-OP 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2009: CO-OP 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JAMES VALLEY GRAIN, LLC
Employer identification number (EIN):	450461126
NAIC Classification:	812990
NAIC Description:	All Other Personal Services