2023 Form 5500 filing — Agrex Inc. 401(K) 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 20240830093014NAL0014732241001) for Agrex Inc. 401(K) Plan, reported by Agrex Inc. under EIN 48-0803402 and plan number 002. It reports 160 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$18.7MReported net assets$18,651,181
Participants160
Provider compensation$19.8K5 Schedule C row(s)$19,815
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240830093014NAL0014732241001
Plan sponsor
Agrex Inc.
EIN
48-0803402
Plan number
002
Location
Overland Park, KS
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)$18.7M total assets
Net assets$18.7MLiabilities$0
Money in vs. money out
Total income / additions$4.3M
Total expenses$1.8M
Benefits paid / distributions$1.7M
Contributions
Employer$889.5K
Participant$843.5K
Full reported line items
Total assets (EOY)
$18,651,181
Total liabilities (EOY)
$0
Net assets (EOY)
$18,651,181
Employer contributions
$889,491
Participant contributions
$843,453
Total income / additions
$4,338,661
Benefits paid
$1,749,521
Administrative expenses
$19,815
Total expenses
$1,769,336
Net increase / (decrease)
$2,569,325
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $8.6K
  2. 2
    RECORDKEEPER · Direct $5.9K · Indirect $0
  3. 3
    INVESTMENT MGMT · Direct $5.3K
  4. 4
    BROKERAGE SERVICES · Direct $10
  5. 5
    BROKERAGE SERVICES · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240830093014NAL0014732241001 cover?
It is the 2023 Form 5500 filing for Agrex Inc. 401(K) Plan, reported by Agrex Inc. (EIN 48-0803402).
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