Ubg 401(K) - Ag Plus Cooperative — Form 5500 plan (Ag Plus Cooperative)
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, Ubg 401(K) - Ag Plus Cooperative is a benefit plan reported by Ag Plus Cooperative under EIN 41-0251170 and plan number 002. The latest loaded filing year is 2023. The filing reports 162 participants and $6,641,214 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ag Plus Cooperative
- EIN
- 41-0251170
- Plan number
- 002
- Plan type
- 2
- Location
- Marshall, MN
- Latest filing year
- 2023
- Participants
- 162
- End-of-year plan assets
- $6,641,214
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 162 | H, C | 20241004122515NAL0012205745001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,641,214
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,641,214
- Net assets (BOY)
- $5,532,689
Income & contributions
- Employer contributions
- $229,095
- Participant contributions
- $355,356
- Total contributions
- $681,032
- Total income / additions
- $1,616,275
Expenses & distributions
- Benefits paid
- $485,705
- Administrative expenses
- $21,908
- Total expenses
- $507,750
- Net increase / (decrease)
- $1,108,525
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $10,537 | $0 | 2023 |
| United Benefits Group | CONTRACT ADMIN | $6,371 | not reported in the loaded dataset | 2023 |
| Intellicents Investment Solutions I | INVESTMENT ADVISOR | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ag Plus Cooperative
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Marshall, MN
- Empower Annuity Insurance Company O — Schedule C compensation
- United Benefits Group — Schedule C compensation
- Intellicents Investment Solutions I — Schedule C compensation