Plan5500

Amalgamated Sugar Company Salaried 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 Salaried 401(K) Plan is a benefit plan reported by Amalgamated Sugar Company under EIN 87-0568755 and plan number 006. The latest loaded filing year is 2023. The filing reports 482 participants and $75,233,102 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$75.2MPlan net assets, end of year$75,233,102
Participants482Covered participants reported
Assets / participant$156.1KComputed: assets ÷ participants$156,085 (computed)
Provider compensation$48.6K2 Schedule C provider row(s)$48,552
Plan sponsor
Amalgamated Sugar Company
EIN
87-0568755
Plan number
006
Plan type
2
Location
Boise, ID
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    482 participants · 2Sch HSch C
    View filing →
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)$75.2M total assets
Net assets$75.2MLiabilities$0
Money in vs. money out
Total income / additions$16.9M
Total expenses$7.3M
Benefits paid / distributions$7.3M
Contributions
Employer$3.1M
Participant$3.8M
Full reported line items

Net assets

Total assets (EOY)
$75,233,102
Total liabilities (EOY)
$0
Net assets (EOY)
$75,233,102
Net assets (BOY)
$65,456,964

Income & contributions

Employer contributions
$3,108,000
Participant contributions
$3,798,990
Total contributions
$7,492,609
Total income / additions
$16,907,982

Expenses & distributions

Benefits paid
$7,273,802
Administrative expenses
$48,552
Total expenses
$7,322,354
Net increase / (decrease)
$9,585,628
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.

Contribution share (employer vs. participant)
Employer 45%Participant 55%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income43%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Nfp Retirement, Inc.$25.8K
    NONE · Direct $25.8K
  2. 2
    Empower Annuity Insurance Company$22.7K
    NONE · Direct $22.7K · Indirect $0

Related Form 5500 pages