2023 Form 5500 filing — Missouri Farm Bureau 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 20241010130157NAL0021007553001) for Missouri Farm Bureau Savings Plan And Trust, reported by Missouri Farm Bureau Federation under EIN 44-0356250 and plan number 002. It reports 613 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010130157NAL0021007553001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Missouri Farm Bureau Federation
- EIN
- 44-0356250
- Plan number
- 002
- Location
- Jefferson City, MO
- Participants
- 613
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,905,242
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,905,242
- Employer contributions
- $535,688
- Participant contributions
- $1,742,343
- Total income / additions
- $7,936,241
- Benefits paid
- $1,847,896
- Administrative expenses
- $133,611
- Total expenses
- $1,981,507
- Net increase / (decrease)
- $5,954,734
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sundvold Financial | INVESTMENT CONSULTANT | $107,857 | not reported in the loaded dataset |
| John Hancock Retirement Plan Svcs | RETAINED BY CLIENT | $25,754 | $0 |