Missouri Farm Bureau Savings Plan And Trust — Form 5500 plan (Missouri Farm Bureau Federation)
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 Farm Bureau Savings Plan And Trust is a benefit plan reported by Missouri Farm Bureau Federation under EIN 44-0356250 and plan number 002. The latest loaded filing year is 2023. The filing reports 613 participants and $36,905,242 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Missouri Farm Bureau Federation
- EIN
- 44-0356250
- Plan number
- 002
- Plan type
- 2
- Location
- Jefferson City, MO
- Latest filing year
- 2023
- Participants
- 613
- End-of-year plan assets
- $36,905,242
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 613 | H, C | 20241010130157NAL0021007553001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,905,242
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,905,242
- Net assets (BOY)
- $30,950,508
Income & contributions
- Employer contributions
- $535,688
- Participant contributions
- $1,742,343
- Total contributions
- $2,289,387
- Total income / additions
- $7,936,241
Expenses & distributions
- Benefits paid
- $1,847,896
- Administrative expenses
- $133,611
- Total expenses
- $1,981,507
- Net increase / (decrease)
- $5,954,734
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sundvold Financial | INVESTMENT CONSULTANT | $107,857 | not reported in the loaded dataset | 2023 |
| John Hancock Retirement Plan Svcs | RETAINED BY CLIENT | $25,754 | $0 | 2023 |