Fremont Beef Company Retirement Savings Plan — Form 5500 plan (Fremont Beef Company)
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, Fremont Beef Company Retirement Savings Plan is a benefit plan reported by Fremont Beef Company under EIN 36-3643153 and plan number 001. The latest loaded filing year is 2023. The filing reports 310 participants and $4,859,447 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fremont Beef Company
- EIN
- 36-3643153
- Plan number
- 001
- Plan type
- 2
- Location
- Fremont, NE
- Latest filing year
- 2023
- Participants
- 310
- End-of-year plan assets
- $4,859,447
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 310 | H, C | 20241009122349NAL0037730498001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,859,447
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,859,447
- Net assets (BOY)
- $4,236,809
Income & contributions
- Employer contributions
- $221,855
- Participant contributions
- $517,005
- Total contributions
- $738,860
- Total income / additions
- $1,366,799
Expenses & distributions
- Benefits paid
- $713,797
- Administrative expenses
- $24,173
- Total expenses
- $744,161
- Net increase / (decrease)
- $622,638
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORD KEEPER | $14,326 | $0 | 2023 |
| Principal Securities Inc | INVESTMENT ADVISOR | $10,217 | not reported in the loaded dataset | 2023 |
| Benefit Plans, Inc. | CONTRACT ADMIN | $1,835 | $2,217 | 2023 |
| Principal Securities Inc | BROKER | $0 | $876 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $407 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fremont Beef Company
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Fremont, NE
- Empower Annuity Insurance Company — Schedule C compensation
- Principal Securities Inc — Schedule C compensation
- Benefit Plans, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation