2023 Form 5500 filing — Agup Equipment Company 401(K) 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 20241013174302NAL0026071857001) for Agup Equipment Company 401(K) Plan, reported by Agup Equipment Company under EIN 64-0470043 and plan number 001. It reports 403 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013174302NAL0026071857001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Agup Equipment Company
- EIN
- 64-0470043
- Plan number
- 001
- Location
- Yazoo City, MS
- Participants
- 403
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,213,615
- Total liabilities (EOY)
- $31,818
- Net assets (EOY)
- $23,181,797
- Employer contributions
- $611,994
- Participant contributions
- $1,496,429
- Total income / additions
- $5,391,215
- Benefits paid
- $2,279,984
- Administrative expenses
- $85,244
- Total expenses
- $2,397,046
- Net increase / (decrease)
- $2,994,169
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bankplus Wealth Management | NONE | $42,275 | not reported in the loaded dataset |
| Epic Retirement Plan Services | NONE | $32,836 | $0 |