2023 Form 5500 filing — Argonaut Food Partners, LLC Retirement 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 20241011090623NAL0010752403001) for Argonaut Food Partners, LLC Retirement Plan, reported by Argonaut Food Partners, LLC under EIN 46-1378854 and plan number 002. It reports 845 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011090623NAL0010752403001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Argonaut Food Partners, LLC
- EIN
- 46-1378854
- Plan number
- 002
- Location
- Klamath Falls, OR
- Participants
- 845
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,219,462
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,219,462
- Participant contributions
- $1,196,133
- Total income / additions
- $1,664,401
- Benefits paid
- $381,509
- Administrative expenses
- $61,722
- Total expenses
- $443,231
- Net increase / (decrease)
- $1,221,170
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $31,068 | $0 |
| The Retirement Advantage Inc | CONTRACT ADMIN | $18,103 | not reported in the loaded dataset |
| Cetera Advisor Networks LLC | INVESTMENT ADVISOR | $6,717 | not reported in the loaded dataset |
| Cetera Investment Advisers | INVESTMENT ADVISOR | $5,809 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $26 | not reported in the loaded dataset |