2023 Form 5500 filing — Farmers Investment Co. 401(K) Savings Plan And Trust
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 20240923145218NAL0015632176001) for Farmers Investment Co. 401(K) Savings Plan And Trust, reported by Farmers Investment Co. under EIN 86-0090323 and plan number 001. It reports 246 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923145218NAL0015632176001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Farmers Investment Co.
- EIN
- 86-0090323
- Plan number
- 001
- Location
- Sahuarita, AZ
- Participants
- 246
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,073,901
- Total liabilities (EOY)
- $44
- Net assets (EOY)
- $5,073,857
- Participant contributions
- $281,832
- Total income / additions
- $914,731
- Benefits paid
- $1,048,711
- Administrative expenses
- $27,468
- Total expenses
- $1,089,735
- Net increase / (decrease)
- -$175,004
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Investment Advisory Services L | INVESTMENT ADVISOR | $15,050 | not reported in the loaded dataset |
| Empower Annuity Insurance Co | RECORDKEEPER | $12,419 | $0 |