2023 Form 5500 filing — Augusta Cooperative Farm Bureau, Inc. 401(K) Savings 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 20241008102336NAL0009542083001) for Augusta Cooperative Farm Bureau, Inc. 401(K) Savings Plan, reported by Augusta Cooperative Farm Bureau, Inc. under EIN 54-0129140 and plan number 002. It reports 161 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008102336NAL0009542083001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Augusta Cooperative Farm Bureau, Inc.
- EIN
- 54-0129140
- Plan number
- 002
- Location
- Staunton, VA
- Participants
- 161
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,145,370
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,145,370
- Employer contributions
- $124,424
- Participant contributions
- $321,918
- Total income / additions
- $1,167,855
- Benefits paid
- $611,157
- Administrative expenses
- $54,760
- Total expenses
- $665,917
- Net increase / (decrease)
- $501,938
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Trust Company | 0 | $29,069 | $0 |
| Mass Mutual Life Insurance | 0 | $16,371 | not reported in the loaded dataset |
| Hci-Ebs, Inc. | 0 | $9,320 | not reported in the loaded dataset |