2023 Form 5500 filing — Ubg 401(K) - Ag Partners
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 20241010144537NAL0010150275001) for Ubg 401(K) - Ag Partners, reported by Ag Partners Cooperative, Inc. under EIN 48-0612412 and plan number 002. It reports 242 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010144537NAL0010150275001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ag Partners Cooperative, Inc.
- EIN
- 48-0612412
- Plan number
- 002
- Location
- Seneca, KS
- Participants
- 242
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,232,928
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,232,928
- Employer contributions
- $110,291
- Participant contributions
- $538,161
- Total income / additions
- $1,599,660
- Benefits paid
- $525,147
- Administrative expenses
- $20,241
- Total expenses
- $545,388
- Net increase / (decrease)
- $1,054,272
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $9,343 | $0 |
| United Benefits Group | CONTRACT ADMIN | $5,898 | not reported in the loaded dataset |
| Intellicents Investment Solutions I | INVESTMENT ADVISOR | $5,000 | not reported in the loaded dataset |