Ag Express Electronics, Inc. Safe Harbor 401(K) Profit Sharing Plan — Form 5500 plan (Ag Express Electronics, 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, Ag Express Electronics, Inc. Safe Harbor 401(K) Profit Sharing Plan is a benefit plan reported by Ag Express Electronics, Inc. under EIN 42-1377440 and plan number 002. The latest loaded filing year is 2023. The filing reports 165 participants and $8,419,126 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ag Express Electronics, Inc.
EIN
42-1377440
Plan number
002
Plan type
2
Location
Des Moines, IA
Latest filing year
2023
Participants
165
End-of-year plan assets
$8,419,126

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023165H, C20241014155809NAL0026647617001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,419,126
Total liabilities (EOY)
$0
Net assets (EOY)
$8,419,126
Net assets (BOY)
$6,933,348

Income & contributions

Employer contributions
$310,823
Participant contributions
$554,769
Total contributions
$865,895
Total income / additions
$1,879,746

Expenses & distributions

Benefits paid
$361,843
Administrative expenses
$32,125
Total expenses
$393,968
Net increase / (decrease)
$1,485,778

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Arete Wealth Advisors, LLCADVISORY FEE$23,233not reported in the loaded dataset2023

Related Form 5500 pages