2023 Form 5500 filing — A G Equipment Company Income Growth 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 20250408161655NAL0034794562001) for A G Equipment Company Income Growth Plan, reported by A G Equipment Company under EIN 73-1070068 and plan number 002. It reports 462 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250408161655NAL0034794562001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- A G Equipment Company
- EIN
- 73-1070068
- Plan number
- 002
- Location
- Broken Arrow, OK
- Participants
- 462
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,422,428
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,422,428
- Employer contributions
- $2,036,361
- Participant contributions
- $2,606,946
- Total income / additions
- $10,859,588
- Benefits paid
- $3,544,785
- Administrative expenses
- -$11,192
- Total expenses
- $3,533,593
- Net increase / (decrease)
- $7,325,995
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameriprise Financial Services Inc | ADVISOR | $0 | $114,896 |
| Fidelity Investments Institutional | RECORDKEEPER | -$11,192 | $0 |