Attebury Grain, LLC 401(K) Plan — Form 5500 plan (Attebury Grain, LLC)
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, Attebury Grain, LLC 401(K) Plan is a benefit plan reported by Attebury Grain, LLC under EIN 75-1708605 and plan number 001. The latest loaded filing year is 2023. The filing reports 184 participants and $8,009,895 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Attebury Grain, LLC
- EIN
- 75-1708605
- Plan number
- 001
- Plan type
- 2
- Location
- Amarillo, TX
- Latest filing year
- 2023
- Participants
- 184
- End-of-year plan assets
- $8,009,895
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 184 | H, C | 20241015073510NAL0046926496001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,009,895
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,009,895
- Net assets (BOY)
- $7,013,590
Income & contributions
- Employer contributions
- $286,029
- Participant contributions
- $301,530
- Total contributions
- $587,559
- Total income / additions
- $1,415,012
Expenses & distributions
- Benefits paid
- $355,417
- Administrative expenses
- $54,157
- Total expenses
- $418,707
- Net increase / (decrease)
- $996,305
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide Financial | CUSTODIAN | $32,888 | $0 | 2023 |
| Mml Investors Services, LLC | FINANCIAL ADVISOR | $0 | $17,907 | 2023 |
| Inwest Retirement Solutions | TPA | $10,956 | $52 | 2023 |
| Fiduciary Wise | PLAN ADMIN | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Attebury Grain, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Amarillo, TX
- Nationwide Financial — Schedule C compensation
- Mml Investors Services, LLC — Schedule C compensation
- Inwest Retirement Solutions — Schedule C compensation
- Fiduciary Wise — Schedule C compensation