Ubg 401(K) - Agstate — Form 5500 plan (Agstate)
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) - Agstate is a benefit plan reported by Agstate under EIN 42-0243900 and plan number 030. The latest loaded filing year is 2023. The filing reports 294 participants and $13,406,884 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Agstate
- EIN
- 42-0243900
- Plan number
- 030
- Plan type
- 2
- Location
- Albert City, IA
- Latest filing year
- 2023
- Participants
- 294
- End-of-year plan assets
- $13,406,884
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 294 | H, C | 20241007104559NAL0007498979001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,406,884
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,406,884
- Net assets (BOY)
- $12,202,227
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $546,253
- Total contributions
- $576,957
- Total income / additions
- $2,306,564
Expenses & distributions
- Benefits paid
- $1,080,439
- Administrative expenses
- $17,826
- Total expenses
- $1,101,907
- Net increase / (decrease)
- $1,204,657
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Benefits Group | CONTRACT ADMIN | $12,826 | not reported in the loaded dataset | 2023 |
| Intellicents Investment Solutions I | INVESTMENT ADVISOR | $5,000 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |