2023 Form 5500 filing — Fremont Beef Company Retirement Savings 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 20241009122349NAL0037730498001) for Fremont Beef Company Retirement Savings Plan, reported by Fremont Beef Company under EIN 36-3643153 and plan number 001. It reports 310 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009122349NAL0037730498001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fremont Beef Company
- EIN
- 36-3643153
- Plan number
- 001
- Location
- Fremont, NE
- Participants
- 310
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,859,447
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,859,447
- Employer contributions
- $221,855
- Participant contributions
- $517,005
- Total income / additions
- $1,366,799
- Benefits paid
- $713,797
- Administrative expenses
- $24,173
- Total expenses
- $744,161
- Net increase / (decrease)
- $622,638
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORD KEEPER | $14,326 | $0 |
| Principal Securities Inc | INVESTMENT ADVISOR | $10,217 | not reported in the loaded dataset |
| Benefit Plans, Inc. | CONTRACT ADMIN | $1,835 | $2,217 |
| Principal Securities Inc | BROKER | $0 | $876 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $407 | not reported in the loaded dataset |