Agi 401(K) Retirement Plan — Form 5500 plan (Westfield Distributing (Nd), Inc.)

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, Agi 401(K) Retirement Plan is a benefit plan reported by Westfield Distributing (Nd), Inc. under EIN 45-0458257 and plan number 002. The latest loaded filing year is 2023. The filing reports 989 participants and $43,123,197 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Westfield Distributing (Nd), Inc.
EIN
45-0458257
Plan number
002
Plan type
2
Location
Naperville, IL
Latest filing year
2023
Participants
989
End-of-year plan assets
$43,123,197

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023989H, C20241015155649NAL0030257457001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$43,123,197
Total liabilities (EOY)
$462,056
Net assets (EOY)
$42,661,141
Net assets (BOY)
$32,317,322

Income & contributions

Employer contributions
$2,637,535
Participant contributions
$4,074,295
Total contributions
$6,988,644
Total income / additions
$13,073,604

Expenses & distributions

Benefits paid
$11,702,886
Administrative expenses
$173,559
Total expenses
$11,876,445
Net increase / (decrease)
$1,197,159

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Intellicents IncNONE$93,072not reported in the loaded dataset2023
Alerus Financial, N.A.NONE$80,487$02023

Related Form 5500 pages