Farmer'S Business Network Retirement Trust — Form 5500 plan (Farmer'S Business Network, 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, Farmer'S Business Network Retirement Trust is a benefit plan reported by Farmer'S Business Network, Inc. under EIN 46-4766342 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,015 participants and $31,521,906 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Farmer'S Business Network, Inc.
EIN
46-4766342
Plan number
001
Plan type
2
Location
San Carlos, CA
Latest filing year
2023
Participants
1,015
End-of-year plan assets
$31,521,906

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,015H, C20241015202319NAL0029604209001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,521,906
Total liabilities (EOY)
$0
Net assets (EOY)
$31,521,906
Net assets (BOY)
$22,784,759

Income & contributions

Employer contributions
$0
Participant contributions
$6,486,135
Total contributions
$8,414,627
Total income / additions
$13,542,406

Expenses & distributions

Benefits paid
$4,718,488
Administrative expenses
$81,284
Total expenses
$4,805,259
Net increase / (decrease)
$8,737,147

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$81,284$02023

Related Form 5500 pages