Ubg 401(K) - Ag Partners — Form 5500 plan (Ag Partners 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) - Ag Partners is a benefit plan reported by Ag Partners Cooperative, Inc. under EIN 48-0612412 and plan number 002. The latest loaded filing year is 2023. The filing reports 242 participants and $6,232,928 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ag Partners Cooperative, Inc.
- EIN
- 48-0612412
- Plan number
- 002
- Plan type
- 2
- Location
- Seneca, KS
- Latest filing year
- 2023
- Participants
- 242
- End-of-year plan assets
- $6,232,928
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 242 | H, C | 20241010144537NAL0010150275001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,232,928
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,232,928
- Net assets (BOY)
- $5,178,656
Income & contributions
- Employer contributions
- $110,291
- Participant contributions
- $538,161
- Total contributions
- $728,713
- Total income / additions
- $1,599,660
Expenses & distributions
- Benefits paid
- $525,147
- Administrative expenses
- $20,241
- Total expenses
- $545,388
- Net increase / (decrease)
- $1,054,272
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $9,343 | $0 | 2023 |
| United Benefits Group | CONTRACT ADMIN | $5,898 | 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 Ag Partners Cooperative, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Seneca, KS
- Empower Annuity Insurance Company O — Schedule C compensation
- United Benefits Group — Schedule C compensation
- Intellicents Investment Solutions I — Schedule C compensation