Plan5500

Ubg 401(K) - Imperial — Form 5500 plan (Frenchman Valley Farmers Cooperative, 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, Ubg 401(K) - Imperial is a benefit plan reported by Frenchman Valley Farmers Cooperative, Inc. under EIN 47-0522190 and plan number 002. The latest loaded filing year is 2023. The filing reports 288 participants and $8,489,723 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Frenchman Valley Farmers Cooperative, Inc.
EIN
47-0522190
Plan number
002
Plan type
2
Location
Imperial, NE
Latest filing year
2023
Participants
288
End-of-year plan assets
$8,489,723

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023288H, C20241010144428NAL0020358593001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,489,723
Total liabilities (EOY)
$0
Net assets (EOY)
$8,489,723
Net assets (BOY)
$6,664,478

Income & contributions

Employer contributions
$334,020
Participant contributions
$532,307
Total contributions
$1,326,331
Total income / additions
$2,416,271

Expenses & distributions

Benefits paid
$559,700
Administrative expenses
$29,810
Total expenses
$591,026
Net increase / (decrease)
$1,825,245

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$17,377$02023
United Benefits GroupCONTRACT ADMIN$7,433not reported in the loaded dataset2023
Intellicents Investment Solutions IINVESTMENT ADVISOR$5,000not reported in the loaded dataset2023

Related Form 5500 pages