2023 Form 5500 filing — Fertilizer Company Of Arizona, Inc. 401(K) Profit Sharing 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 20241211121038NAL0022762322001) for Fertilizer Company Of Arizona, Inc. 401(K) Profit Sharing Plan, reported by Fertilizer Company Of Arizona, Inc. under EIN 86-0387929 and plan number 001. It reports 172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241211121038NAL0022762322001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fertilizer Company Of Arizona, Inc.
- EIN
- 86-0387929
- Plan number
- 001
- Location
- Casa Grande, AZ
- Participants
- 172
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,135,086
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,135,086
- Employer contributions
- $470,434
- Participant contributions
- $1,157,954
- Total income / additions
- $3,941,965
- Benefits paid
- $2,256,794
- Administrative expenses
- $60,069
- Total expenses
- $2,316,863
- Net increase / (decrease)
- $1,625,102
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameriprise Financial | INVESTMENT ADVISORY | $31,670 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $28,399 | $0 |