Ubg 401(K) - Alliance Ag & Grain — Form 5500 plan (Alliance Ag & Grain, 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, Ubg 401(K) - Alliance Ag & Grain is a benefit plan reported by Alliance Ag & Grain, LLC under EIN 47-5469106 and plan number 002. The latest loaded filing year is 2023. The filing reports 181 participants and $8,270,240 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alliance Ag & Grain, LLC
- EIN
- 47-5469106
- Plan number
- 002
- Plan type
- 2
- Location
- Spearville, KS
- Latest filing year
- 2023
- Participants
- 181
- End-of-year plan assets
- $8,270,240
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 181 | H, C | 20241009134121NAL0038041538001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,270,240
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,270,240
- Net assets (BOY)
- $5,934,522
Income & contributions
- Employer contributions
- $180,761
- Participant contributions
- $476,001
- Total contributions
- $1,284,273
- Total income / additions
- $2,432,238
Expenses & distributions
- Benefits paid
- $63,769
- Administrative expenses
- $23,186
- Total expenses
- $96,520
- Net increase / (decrease)
- $2,335,718
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $11,001 | $0 | 2023 |
| United Benefits Group | CONTRACT ADMIN | $7,185 | not reported in the loaded dataset | 2023 |
| Intellicents Investment Solutions I | INVESTMENT ADVISOR | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alliance Ag & Grain, LLC
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Spearville, KS
- Empower Annuity Insurance Company — Schedule C compensation
- United Benefits Group — Schedule C compensation
- Intellicents Investment Solutions I — Schedule C compensation