Virginia Farm Bureau Companies Employees' 401(K) Plan — Form 5500 plan (Virginia Farm Bureau)
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, Virginia Farm Bureau Companies Employees' 401(K) Plan is a benefit plan reported by Virginia Farm Bureau under EIN 54-0502500 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,103 participants and $206,056,667 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Virginia Farm Bureau
- EIN
- 54-0502500
- Plan number
- 002
- Plan type
- 2
- Location
- Richmond, VA
- Latest filing year
- 2023
- Participants
- 1,103
- End-of-year plan assets
- $206,056,667
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,103 | H, C | 20241007140208NAL0031092018001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $206,056,667
- Total liabilities (EOY)
- $53,680
- Net assets (EOY)
- $206,002,987
- Net assets (BOY)
- $194,954,734
Income & contributions
- Employer contributions
- $3,062,671
- Participant contributions
- $4,987,606
- Total contributions
- $8,486,758
- Total income / additions
- $38,035,244
Expenses & distributions
- Benefits paid
- $26,928,590
- Administrative expenses
- $47,291
- Total expenses
- $26,986,991
- Net increase / (decrease)
- $11,048,253
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $136,722 | $0 | 2023 |
| Benefit Fiduciary Group LLC | ADVISOR/INVESTMENT ADVI | $85,168 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,972 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $1,104 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Virginia Farm Bureau
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Richmond, VA
- Empower Annuity Insurance Company — Schedule C compensation
- Benefit Fiduciary Group LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation