Argonaut Food Partners, LLC Retirement Plan — Form 5500 plan (Argonaut Food Partners, 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, Argonaut Food Partners, LLC Retirement Plan is a benefit plan reported by Argonaut Food Partners, LLC under EIN 46-1378854 and plan number 002. The latest loaded filing year is 2023. The filing reports 845 participants and $3,219,462 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Argonaut Food Partners, LLC
- EIN
- 46-1378854
- Plan number
- 002
- Plan type
- 2
- Location
- Klamath Falls, OR
- Latest filing year
- 2023
- Participants
- 845
- End-of-year plan assets
- $3,219,462
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 845 | H, C | 20241011090623NAL0010752403001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,219,462
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,219,462
- Net assets (BOY)
- $1,998,292
Income & contributions
- Participant contributions
- $1,196,133
- Total contributions
- $1,196,133
- Total income / additions
- $1,664,401
Expenses & distributions
- Benefits paid
- $381,509
- Administrative expenses
- $61,722
- Total expenses
- $443,231
- Net increase / (decrease)
- $1,221,170
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $31,068 | $0 | 2023 |
| The Retirement Advantage Inc | CONTRACT ADMIN | $18,103 | not reported in the loaded dataset | 2023 |
| Cetera Advisor Networks LLC | INVESTMENT ADVISOR | $6,717 | not reported in the loaded dataset | 2023 |
| Cetera Investment Advisers | INVESTMENT ADVISOR | $5,809 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $26 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Argonaut Food Partners, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Klamath Falls, OR
- Empower Annuity Insurance Company — Schedule C compensation
- The Retirement Advantage Inc — Schedule C compensation
- Cetera Advisor Networks LLC — Schedule C compensation
- Cetera Investment Advisers — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation