A G Equipment Company Income Growth Plan — Form 5500 plan (A G 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, A G Equipment Company Income Growth Plan is a benefit plan reported by A G Equipment Company under EIN 73-1070068 and plan number 002. The latest loaded filing year is 2023. The filing reports 462 participants and $52,422,428 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- A G Equipment Company
- EIN
- 73-1070068
- Plan number
- 002
- Plan type
- 2
- Location
- Broken Arrow, OK
- Latest filing year
- 2023
- Participants
- 462
- End-of-year plan assets
- $52,422,428
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 462 | H, C | 20250408161655NAL0034794562001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,422,428
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,422,428
- Net assets (BOY)
- $45,096,433
Income & contributions
- Employer contributions
- $2,036,361
- Participant contributions
- $2,606,946
- Total contributions
- $4,736,327
- Total income / additions
- $10,859,588
Expenses & distributions
- Benefits paid
- $3,544,785
- Administrative expenses
- -$11,192
- Total expenses
- $3,533,593
- Net increase / (decrease)
- $7,325,995
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameriprise Financial Services Inc | ADVISOR | $0 | $114,896 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$11,192 | $0 | 2023 |