Ag Rx Employee Stock Ownership And 401(K) Plan — Form 5500 plan (Ag Rx)
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, Ag Rx Employee Stock Ownership And 401(K) Plan is a benefit plan reported by Ag Rx under EIN 77-0329972 and plan number 001. The latest loaded filing year is 2023. The filing reports 172 participants and $16,524,579 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ag Rx
- EIN
- 77-0329972
- Plan number
- 001
- Plan type
- 2
- Location
- Oxnard, CA
- Latest filing year
- 2023
- Participants
- 172
- End-of-year plan assets
- $16,524,579
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 172 | H, C | 20241007183836NAL0009115523001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,524,579
- Total liabilities (EOY)
- $75,110
- Net assets (EOY)
- $16,449,469
- Net assets (BOY)
- $13,968,769
Income & contributions
- Employer contributions
- $600,000
- Participant contributions
- $677,367
- Total contributions
- $1,331,113
- Total income / additions
- $3,300,540
Expenses & distributions
- Benefits paid
- $800,832
- Administrative expenses
- $19,008
- Total expenses
- $819,840
- Net increase / (decrease)
- $2,480,700
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Paychex Retirement Services | PAYROLL | $13,185 | not reported in the loaded dataset | 2023 |
| Esop Partners, Inc. | TPA | $5,822 | not reported in the loaded dataset | 2023 |