Albaugh, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Albaugh, LLC)

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, Albaugh, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Albaugh, LLC under EIN 42-1377980 and plan number 001. The latest loaded filing year is 2023. The filing reports 350 participants and $61,615,308 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Albaugh, LLC
EIN
42-1377980
Plan number
001
Plan type
2
Location
Ankeny, IA
Latest filing year
2023
Participants
350
End-of-year plan assets
$61,615,308

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023350H, C20241015152011NAL0014948691001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$61,615,308
Total liabilities (EOY)
$0
Net assets (EOY)
$61,615,308
Net assets (BOY)
$49,839,596

Income & contributions

Employer contributions
$4,024,088
Participant contributions
$2,319,081
Total contributions
$6,993,694
Total income / additions
$15,570,299

Expenses & distributions

Benefits paid
$3,605,036
Administrative expenses
$112,613
Total expenses
$3,794,587
Net increase / (decrease)
$11,775,712

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$112,613$02023
Principal Securities IncOTHER SERVICES$0$52,1532023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages