Farmers Investment Co. 401(K) Savings Plan And Trust — Form 5500 plan (Farmers Investment Co.)
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, Farmers Investment Co. 401(K) Savings Plan And Trust is a benefit plan reported by Farmers Investment Co. under EIN 86-0090323 and plan number 001. The latest loaded filing year is 2023. The filing reports 246 participants and $5,073,901 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Farmers Investment Co.
- EIN
- 86-0090323
- Plan number
- 001
- Plan type
- 2
- Location
- Sahuarita, AZ
- Latest filing year
- 2023
- Participants
- 246
- End-of-year plan assets
- $5,073,901
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 246 | H, C | 20240923145218NAL0015632176001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,073,901
- Total liabilities (EOY)
- $44
- Net assets (EOY)
- $5,073,857
- Net assets (BOY)
- $5,248,861
Income & contributions
- Participant contributions
- $281,832
- Total contributions
- $286,975
- Total income / additions
- $914,731
Expenses & distributions
- Benefits paid
- $1,048,711
- Administrative expenses
- $27,468
- Total expenses
- $1,089,735
- Net increase / (decrease)
- -$175,004
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Investment Advisory Services L | INVESTMENT ADVISOR | $15,050 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co | RECORDKEEPER | $12,419 | $0 | 2023 |