Api Retirement Savings Plan — Form 5500 plan (Ag-Power)
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, Api Retirement Savings Plan is a benefit plan reported by Ag-Power under EIN 20-4028562 and plan number 003. The latest loaded filing year is 2023. The filing reports 226 participants and $9,561,941 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ag-Power
- EIN
- 20-4028562
- Plan number
- 003
- Plan type
- 2
- Location
- Mckinney, TX
- Latest filing year
- 2023
- Participants
- 226
- End-of-year plan assets
- $9,561,941
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 226 | H, C | 20240916105912NAL0002631760001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,561,941
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,561,941
- Net assets (BOY)
- $7,503,176
Income & contributions
- Employer contributions
- $210,702
- Participant contributions
- $704,453
- Total contributions
- $1,099,947
- Total income / additions
- $2,508,739
Expenses & distributions
- Benefits paid
- $442,352
- Administrative expenses
- $3,839
- Total expenses
- $449,974
- Net increase / (decrease)
- $2,058,765
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $3,839 | $0 | 2023 |