2023 Form 5500 filing — Missouri Aggregates 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241001135407NAL0013943474001) for Missouri Aggregates 401(K) Plan, reported by Farmer Holding Company, Inc. under EIN 43-1911557 and plan number 005. It reports 2,087 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001135407NAL0013943474001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Farmer Holding Company, Inc.
- EIN
- 43-1911557
- Plan number
- 005
- Location
- Jefferson City, MO
- Participants
- 2,087
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $60,522,346
- Total liabilities (EOY)
- $67,563
- Net assets (EOY)
- $60,454,783
- Employer contributions
- $4,073,552
- Participant contributions
- $5,870,044
- Total income / additions
- $18,863,283
- Benefits paid
- $5,981,066
- Administrative expenses
- $444,757
- Total expenses
- $6,425,823
- Net increase / (decrease)
- $12,437,460
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning | NONE | $253,308 | not reported in the loaded dataset |
| Tpp Retirement Plan Specialists LLC | NONE | $180,051 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $11,398 | not reported in the loaded dataset |