Agriteer 401k Plan — Form 5500 plan (Agriteer LLC)
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, Agriteer 401k Plan is a benefit plan reported by Agriteer LLC under EIN 88-3716519 and plan number 001. The latest loaded filing year is 2023. The filing reports 231 participants and $8,584,629 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Agriteer LLC
- EIN
- 88-3716519
- Plan number
- 001
- Plan type
- 2
- Location
- Lititz, PA
- Latest filing year
- 2023
- Participants
- 231
- End-of-year plan assets
- $8,584,629
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 231 | H, C | 20241002085151NAL0004676547001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,584,629
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,584,629
- Net assets (BOY)
- $4,484,489
Income & contributions
- Employer contributions
- $416,188
- Participant contributions
- $690,976
- Total contributions
- $1,357,294
- Total income / additions
- $2,374,260
Expenses & distributions
- Benefits paid
- $456,280
- Administrative expenses
- $35,858
- Total expenses
- $492,138
- Net increase / (decrease)
- $1,882,122
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $1,151 | $23,411 | 2023 |
| Edward D Jones And Co | NONE | $0 | $15,906 | 2023 |
| Cmfg | NONE | $15,833 | $0 | 2023 |