Agup Equipment Company 401(K) Plan — Form 5500 plan (Agup Equipment Company)
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, Agup Equipment Company 401(K) Plan is a benefit plan reported by Agup Equipment Company under EIN 64-0470043 and plan number 001. The latest loaded filing year is 2023. The filing reports 403 participants and $23,213,615 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Agup Equipment Company
- EIN
- 64-0470043
- Plan number
- 001
- Plan type
- 2
- Location
- Yazoo City, MS
- Latest filing year
- 2023
- Participants
- 403
- End-of-year plan assets
- $23,213,615
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 403 | H, C | 20241013174302NAL0026071857001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,213,615
- Total liabilities (EOY)
- $31,818
- Net assets (EOY)
- $23,181,797
- Net assets (BOY)
- $20,187,628
Income & contributions
- Employer contributions
- $611,994
- Participant contributions
- $1,496,429
- Total contributions
- $2,275,609
- Total income / additions
- $5,391,215
Expenses & distributions
- Benefits paid
- $2,279,984
- Administrative expenses
- $85,244
- Total expenses
- $2,397,046
- Net increase / (decrease)
- $2,994,169
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bankplus Wealth Management | NONE | $42,275 | not reported in the loaded dataset | 2023 |
| Epic Retirement Plan Services | NONE | $32,836 | $0 | 2023 |