2023 Form 5500 filing — Ubg 401(K) - Agstate Sh Match
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 20241015131114NAL0014692243001) for Ubg 401(K) - Agstate Sh Match, reported by Agstate under EIN 42-0243900 and plan number 040. It reports 408 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015131114NAL0014692243001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Agstate
- EIN
- 42-0243900
- Plan number
- 040
- Location
- Cherokee, IA
- Participants
- 408
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,478,411
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,478,411
- Employer contributions
- $1,003,960
- Participant contributions
- $1,310,332
- Total income / additions
- $7,084,623
- Benefits paid
- $3,366,565
- Administrative expenses
- $116,803
- Total expenses
- $3,480,873
- Net increase / (decrease)
- $3,603,750
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Financial Inc | INVESTMENT ADVISOR | $64,638 | not reported in the loaded dataset |
| United Benefits Group | CONTRACT ADMIN | $24,042 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $23,540 | $0 |
| Intellicents Investment Solutions I | INVESTMENT ADVISOR | $4,583 | not reported in the loaded dataset |