2023 Form 5500 filing — Afc Profit Sharing 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 20241015160856NAL0016841219001) for Afc Profit Sharing Plan, reported by Alabama Farmers Cooperative Inc. under EIN 63-0207695 and plan number 005. It reports 3,127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015160856NAL0016841219001
Filing year
2023
Form type
3
Plan sponsor
Alabama Farmers Cooperative Inc.
EIN
63-0207695
Plan number
005
Location
Decatur, AL
Participants
3,127
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$118,787,260
Total liabilities (EOY)
$0
Net assets (EOY)
$118,787,260
Employer contributions
$3,539,047
Participant contributions
$5,555,338
Total income / additions
$26,234,650
Benefits paid
$13,075,687
Administrative expenses
$381,872
Total expenses
$13,488,773
Net increase / (decrease)
$12,745,877
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Capfinancial Partners LLCNONE$173,892not reported in the loaded dataset
Empower Annuity Insurance Company ORECORDKEEPER$169,230$0
Warren Averett LLCAUDITOR$26,000not reported in the loaded dataset
Burr & Forman LlpATTORNEY$7,371not reported in the loaded dataset

Related Form 5500 pages