Texas Farm Bureau & Adopting Companies 401(K) Plan & Trust — Form 5500 plan (Texas Farm Bureau)
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, Texas Farm Bureau & Adopting Companies 401(K) Plan & Trust is a benefit plan reported by Texas Farm Bureau under EIN 74-1145986 and plan number 003. The latest loaded filing year is 2023. The filing reports 124 participants and $2,786,367 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Texas Farm Bureau
- EIN
- 74-1145986
- Plan number
- 003
- Plan type
- 3
- Location
- Waco, TX
- Latest filing year
- 2023
- Participants
- 124
- End-of-year plan assets
- $2,786,367
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 124 | I | 20241008094415NAL0009515395001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,786,367
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,786,367
- Net assets (BOY)
- $2,404,332
Income & contributions
- Employer contributions
- $79,256
- Participant contributions
- $88,264
- Total income / additions
- $543,472
Expenses & distributions
- Benefits paid
- $147,018
- Administrative expenses
- $14,419
- Total expenses
- $161,437
- Net increase / (decrease)
- $382,035
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.