2023 Form 5500 filing — Marion Ag Service, Inc. Savings And Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240729130920NAL0012533635001) for Marion Ag Service, Inc. Savings And Retirement Plan, reported by Marion Ag Service, Inc under EIN 93-0656461 and plan number 001. It reports 152 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$15MReported net assets$14,977,808
Participants152
Provider compensation$77.9K1 Schedule C row(s)$77,866
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240729130920NAL0012533635001
Plan sponsor
Marion Ag Service, Inc
EIN
93-0656461
Plan number
001
Location
St. Paul, OR
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$15M total assets
Net assets$15MLiabilities$0
Money in vs. money out
Total income / additions$2.6M
Total expenses$384.4K
Benefits paid / distributions$302.5K
Contributions
Employer$353K
Participant$618.3K
Full reported line items
Total assets (EOY)
$14,977,808
Total liabilities (EOY)
$0
Net assets (EOY)
$14,977,808
Employer contributions
$353,034
Participant contributions
$618,278
Total income / additions
$2,646,240
Benefits paid
$302,516
Administrative expenses
$80,946
Total expenses
$384,363
Net increase / (decrease)
$2,261,877
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    BROKERAGE · Direct $77.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240729130920NAL0012533635001 cover?
It is the 2023 Form 5500 filing for Marion Ag Service, Inc. Savings And Retirement Plan, reported by Marion Ag Service, Inc (EIN 93-0656461).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages