2023 Form 5500 filing — Ubg 401(K) - Ag Plus Cooperative
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 20241004122515NAL0012205745001) for Ubg 401(K) - Ag Plus Cooperative, reported by Ag Plus Cooperative under EIN 41-0251170 and plan number 002. It reports 162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004122515NAL0012205745001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ag Plus Cooperative
- EIN
- 41-0251170
- Plan number
- 002
- Location
- Marshall, MN
- Participants
- 162
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,641,214
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,641,214
- Employer contributions
- $229,095
- Participant contributions
- $355,356
- Total income / additions
- $1,616,275
- Benefits paid
- $485,705
- Administrative expenses
- $21,908
- Total expenses
- $507,750
- Net increase / (decrease)
- $1,108,525
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $10,537 | $0 |
| United Benefits Group | CONTRACT ADMIN | $6,371 | not reported in the loaded dataset |
| Intellicents Investment Solutions I | INVESTMENT ADVISOR | $5,000 | not reported in the loaded dataset |