2023 Form 5500 filing — American Farm Bureau Federation Employees Savings Trust
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 20250408090801NAL0011028259001) for American Farm Bureau Federation Employees Savings Trust, reported by American Farm Bureau Federation under EIN 36-0725160 and plan number 002. It reports 165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$20.3MReported net assets$20,323,460
Participants165
Provider compensation$51.1K2 Schedule C row(s)$51,068
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250408090801NAL0011028259001
- Plan sponsor
- American Farm Bureau Federation
- EIN
- 36-0725160
- Plan number
- 002
- Location
- Washington, DC
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$20.3M total assets
Net assets$20.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $20,323,460
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,323,460
- Employer contributions
- $201,196
- Participant contributions
- $1,329,661
- Total income / additions
- $4,663,365
- Benefits paid
- $596,599
- Administrative expenses
- $51,068
- Total expenses
- $647,667
- Net increase / (decrease)
- $4,015,698
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Clearing Services LLC | ADVISOR | $41,448 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $9,620 | $0 |