Plan5500

Missouri Aggregates 401(K) Plan — Form 5500 plan (Farmer Holding Company, 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, Missouri Aggregates 401(K) Plan is a benefit plan reported by Farmer Holding Company, Inc. under EIN 43-1911557 and plan number 005. The latest loaded filing year is 2023. The filing reports 2,087 participants and $60,522,346 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Farmer Holding Company, Inc.
EIN
43-1911557
Plan number
005
Plan type
3
Location
Jefferson City, MO
Latest filing year
2023
Participants
2,087
End-of-year plan assets
$60,522,346

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,087H, C20241001135407NAL0013943474001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$60,522,346
Total liabilities (EOY)
$67,563
Net assets (EOY)
$60,454,783
Net assets (BOY)
$47,877,324

Income & contributions

Employer contributions
$4,073,552
Participant contributions
$5,870,044
Total contributions
$10,777,057
Total income / additions
$18,863,283

Expenses & distributions

Benefits paid
$5,981,066
Administrative expenses
$444,757
Total expenses
$6,425,823
Net increase / (decrease)
$12,437,460

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative PlanningNONE$253,308not reported in the loaded dataset2023
Tpp Retirement Plan Specialists LLCNONE$180,051not reported in the loaded dataset2023
Matrix Trust CompanyNONE$11,398not reported in the loaded dataset2023

Related Form 5500 pages