Amalgamated Sugar Company Hourly 401(K) Plan — Form 5500 plan (Amalgamated Sugar Company)
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, Amalgamated Sugar Company Hourly 401(K) Plan is a benefit plan reported by Amalgamated Sugar Company under EIN 87-0568755 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,239 participants and $52,035,334 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$52MPlan net assets, end of year$52,035,334
Participants1.2KCovered participants reported1,239
Assets / participant$42KComputed: assets ÷ participants$41,998 (computed)
Provider compensation$38.4K2 Schedule C provider row(s)$38,370
- Plan sponsor
- Amalgamated Sugar Company
- EIN
- 87-0568755
- Plan number
- 005
- Plan type
- 2
- Location
- Boise, ID
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,239 | H, C | 20250715173539NAL0002407985001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$52M total assets
Net assets$52MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $52,035,334
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,035,334
- Net assets (BOY)
- $45,297,912
Income & contributions
- Employer contributions
- $556,546
- Participant contributions
- $4,048,716
- Total contributions
- $4,728,795
- Total income / additions
- $13,351,209
Expenses & distributions
- Benefits paid
- $6,132,811
- Administrative expenses
- $38,370
- Total expenses
- $6,255,427
- Net increase / (decrease)
- $7,095,782
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
12%88%
Employer 12%Participant 88%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income46%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $28,057 | $0 | 2023 |
| Nfp Retirement, Inc. | NONE | $10,313 | not reported in the loaded dataset | 2023 |