Plan5500

Agri-Mark, Inc. Retirement Savings Plan — Form 5500 plan (Agri-Mark, Inc.)

Plain-English plan 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, Agri-Mark, Inc. Retirement Savings Plan is a benefit plan reported by Agri-Mark, Inc. under EIN 04-2704972 and plan number 010. The latest loaded filing year is 2023. The filing reports 1,427 participants and $111,069,241 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Agri-Mark, Inc.
EIN
04-2704972
Plan number
010
Plan type
2
Location
Andover, MA
Latest filing year
2023
Participants
1,427
End-of-year plan assets
$111,069,241

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,427H, C20241015094747NAL0014339923001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$111,069,241
Total liabilities (EOY)
$0
Net assets (EOY)
$111,069,241
Net assets (BOY)
$93,283,989

Income & contributions

Employer contributions
$986,984
Participant contributions
$5,312,452
Total contributions
$6,462,424
Total income / additions
$27,011,793

Expenses & distributions

Benefits paid
$9,043,566
Administrative expenses
$105,809
Total expenses
$9,226,541
Net increase / (decrease)
$17,785,252

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$42,875not reported in the loaded dataset2023
Dopkins & Company, LlpACCOUNTANT/AUDITOR$41,300not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$21,634$02023

Related Form 5500 pages