Ubg 401(K) - Agstate Sh Match — 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 Sh Match is a benefit plan reported by Agstate under EIN 42-0243900 and plan number 040. The latest loaded filing year is 2023. The filing reports 408 participants and $28,478,411 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Agstate
- EIN
- 42-0243900
- Plan number
- 040
- Plan type
- 2
- Location
- Cherokee, IA
- Latest filing year
- 2023
- Participants
- 408
- End-of-year plan assets
- $28,478,411
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 408 | H, C | 20241015131114NAL0014692243001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,478,411
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,478,411
- Net assets (BOY)
- $24,874,661
Income & contributions
- Employer contributions
- $1,003,960
- Participant contributions
- $1,310,332
- Total contributions
- $2,394,282
- Total income / additions
- $7,084,623
Expenses & distributions
- Benefits paid
- $3,366,565
- Administrative expenses
- $116,803
- Total expenses
- $3,480,873
- Net increase / (decrease)
- $3,603,750
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Financial Inc | INVESTMENT ADVISOR | $64,638 | not reported in the loaded dataset | 2023 |
| United Benefits Group | CONTRACT ADMIN | $24,042 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $23,540 | $0 | 2023 |
| Intellicents Investment Solutions I | INVESTMENT ADVISOR | $4,583 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Agstate
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Cherokee, IA
- Kestra Financial Inc — Schedule C compensation
- United Benefits Group — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Intellicents Investment Solutions I — Schedule C compensation