Augusta Cooperative Farm Bureau, Inc. 401(K) Savings Plan — Form 5500 plan (Augusta Cooperative Farm Bureau, 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, Augusta Cooperative Farm Bureau, Inc. 401(K) Savings Plan is a benefit plan reported by Augusta Cooperative Farm Bureau, Inc. under EIN 54-0129140 and plan number 002. The latest loaded filing year is 2023. The filing reports 161 participants and $6,145,370 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Augusta Cooperative Farm Bureau, Inc.
EIN
54-0129140
Plan number
002
Plan type
2
Location
Staunton, VA
Latest filing year
2023
Participants
161
End-of-year plan assets
$6,145,370

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023161H, C20241008102336NAL0009542083001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,145,370
Total liabilities (EOY)
$0
Net assets (EOY)
$6,145,370
Net assets (BOY)
$5,643,432

Income & contributions

Employer contributions
$124,424
Participant contributions
$321,918
Total contributions
$446,342
Total income / additions
$1,167,855

Expenses & distributions

Benefits paid
$611,157
Administrative expenses
$54,760
Total expenses
$665,917
Net increase / (decrease)
$501,938

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American Trust Company0$29,069$02023
Mass Mutual Life Insurance0$16,371not reported in the loaded dataset2023
Hci-Ebs, Inc.0$9,320not reported in the loaded dataset2023

Related Form 5500 pages