Fertilizer Company Of Arizona, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Fertilizer Company Of Arizona, 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, Fertilizer Company Of Arizona, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Fertilizer Company Of Arizona, Inc. under EIN 86-0387929 and plan number 001. The latest loaded filing year is 2023. The filing reports 172 participants and $17,135,086 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fertilizer Company Of Arizona, Inc.
EIN
86-0387929
Plan number
001
Plan type
2
Location
Casa Grande, AZ
Latest filing year
2023
Participants
172
End-of-year plan assets
$17,135,086

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023172H, C20241211121038NAL0022762322001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,135,086
Total liabilities (EOY)
$0
Net assets (EOY)
$17,135,086
Net assets (BOY)
$15,509,984

Income & contributions

Employer contributions
$470,434
Participant contributions
$1,157,954
Total contributions
$1,628,388
Total income / additions
$3,941,965

Expenses & distributions

Benefits paid
$2,256,794
Administrative expenses
$60,069
Total expenses
$2,316,863
Net increase / (decrease)
$1,625,102

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ameriprise FinancialINVESTMENT ADVISORY$31,670not reported in the loaded dataset2023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$28,399$02023

Related Form 5500 pages