2023 Form 5500 filing — Attebury Grain, LLC 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 20241015073510NAL0046926496001) for Attebury Grain, LLC 401(K) Plan, reported by Attebury Grain, LLC under EIN 75-1708605 and plan number 001. It reports 184 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015073510NAL0046926496001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Attebury Grain, LLC
- EIN
- 75-1708605
- Plan number
- 001
- Location
- Amarillo, TX
- Participants
- 184
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,009,895
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,009,895
- Employer contributions
- $286,029
- Participant contributions
- $301,530
- Total income / additions
- $1,415,012
- Benefits paid
- $355,417
- Administrative expenses
- $54,157
- Total expenses
- $418,707
- Net increase / (decrease)
- $996,305
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide Financial | CUSTODIAN | $32,888 | $0 |
| Mml Investors Services, LLC | FINANCIAL ADVISOR | $0 | $17,907 |
| Inwest Retirement Solutions | TPA | $10,956 | $52 |
| Fiduciary Wise | PLAN ADMIN | $6,000 | not reported in the loaded dataset |