American Farm Bureau Federation Employees Savings Trust — Form 5500 plan (American Farm Bureau Federation)
Plain-English plan 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, American Farm Bureau Federation Employees Savings Trust is a benefit plan reported by American Farm Bureau Federation under EIN 36-0725160 and plan number 002. The latest loaded filing year is 2023. The filing reports 165 participants and $20,323,460 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$20.3MPlan net assets, end of year$20,323,460
Participants165Covered participants reported
Assets / participant$123.2KComputed: assets ÷ participants$123,172 (computed)
Provider compensation$51.1K2 Schedule C provider row(s)$51,068
- Plan sponsor
- American Farm Bureau Federation
- EIN
- 36-0725160
- Plan number
- 002
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 165 | H, C | 20250408090801NAL0011028259001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$20.3M total assets
Net assets$20.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $20,323,460
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,323,460
- Net assets (BOY)
- $16,307,762
Income & contributions
- Employer contributions
- $201,196
- Participant contributions
- $1,329,661
- Total contributions
- $2,103,212
- Total income / additions
- $4,663,365
Expenses & distributions
- Benefits paid
- $596,599
- Administrative expenses
- $51,068
- Total expenses
- $647,667
- Net increase / (decrease)
- $4,015,698
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
13%87%
Employer 13%Participant 87%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income13%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Clearing Services LLC | ADVISOR | $41,448 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $9,620 | $0 | 2023 |