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| Plan Name | NEW YORK FARM BUREAU, INC. 401(K) PLAN |
| Plan identification number | 003 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | NEW YORK FARM BUREAU, INC. |
| Employer identification number (EIN): | 150539109 |
| NAIC Classification: | 115110 |
Additional information about NEW YORK FARM BUREAU, INC.
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 1953-08-19 |
| Company Identification Number: | 87977 |
| Legal Registered Office Address: |
159 WOLF RD., PO BOX 5330 Albany ALBANY United States of America (USA) 122050330 |
More information about NEW YORK FARM BUREAU, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 003 | 2020-11-01 | LAURA YAUN | 2021-12-15 | LAURA YAUN | 2021-12-15 |
| 003 | 2019-11-01 | LAURA YAUN | 2021-01-13 | LAURA YAUN | 2021-01-13 |
| 003 | 2018-11-01 | LAURA YAUN | 2020-01-24 | LAURA YAUN | 2020-01-24 |
| 003 | 2017-11-01 | LAURA YAUN | 2019-01-31 | LAURA YAUN | 2019-01-31 |
| 003 | 2016-11-01 | MICHELE HANNAH | JEFFERY H KIRBY | 2018-05-24 | |
| 003 | 2015-11-01 | WM PAUL MCDOWELL | JEFFERY H KIRBY | 2017-06-06 | |
| 003 | 2014-11-01 | WM PAUL MCDOWELL | JEFFERY H KIRBY | 2016-05-18 | |
| 003 | 2013-11-01 | WM PAUL MCDOWELL | JEFFERY H KIRBY | 2015-05-08 | |
| 003 | 2012-11-01 | WM PAUL MCDOWELL | JEFFERY H. KIRBY | 2014-07-07 | |
| 003 | 2011-11-01 | WM PAUL MCDOWELL | JEFFERY H. KIRBY | 2013-05-20 | |
| 003 | 2010-11-01 | WM PAUL MCDOWELL | JEFFERY H KIRBY | 2012-05-30 | |
| 003 | 2009-11-01 | WM PAUL MCDOWELL | JEFFERY KIRBY | 2011-05-27 |
| Measure | Date | Value |
|---|---|---|
| 2025: NEW YORK FARM BUREAU, INC. 401(K) PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-05-20 | 48 |
| Total number of particpants at end of year | 2025-05-20 | 47 |
| Number of Participants With Account Balances | 2025-05-20 | 46 |
| 2016: NEW YORK FARM BUREAU, INC. 401(K) PLAN 2016 401k membership | ||
| Total participants, beginning-of-year | 2016-11-01 | 54 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-11-01 | 49 |
| Number of retired or separated participants receiving benefits | 2016-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-11-01 | 8 |
| Total of all active and inactive participants | 2016-11-01 | 57 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-11-01 | 0 |
| Total participants | 2016-11-01 | 57 |
| Number of participants with account balances | 2016-11-01 | 56 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-11-01 | 0 |
| 2015: NEW YORK FARM BUREAU, INC. 401(K) PLAN 2015 401k membership | ||
| Total participants, beginning-of-year | 2015-11-01 | 52 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-11-01 | 47 |
| Number of retired or separated participants receiving benefits | 2015-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-11-01 | 10 |
| Total of all active and inactive participants | 2015-11-01 | 57 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-11-01 | 0 |
| Total participants | 2015-11-01 | 57 |
| Number of participants with account balances | 2015-11-01 | 53 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-11-01 | 0 |
| 2014: NEW YORK FARM BUREAU, INC. 401(K) PLAN 2014 401k membership | ||
| Total participants, beginning-of-year | 2014-11-01 | 48 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-11-01 | 45 |
| Number of retired or separated participants receiving benefits | 2014-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-11-01 | 10 |
| Total of all active and inactive participants | 2014-11-01 | 55 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-11-01 | 0 |
| Total participants | 2014-11-01 | 55 |
| Number of participants with account balances | 2014-11-01 | 50 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-11-01 | 1 |
| 2013: NEW YORK FARM BUREAU, INC. 401(K) PLAN 2013 401k membership | ||
| Total participants, beginning-of-year | 2013-11-01 | 47 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-11-01 | 39 |
| Number of retired or separated participants receiving benefits | 2013-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-11-01 | 12 |
| Total of all active and inactive participants | 2013-11-01 | 51 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-11-01 | 0 |
| Total participants | 2013-11-01 | 51 |
| Number of participants with account balances | 2013-11-01 | 50 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-11-01 | 0 |
| 2012: NEW YORK FARM BUREAU, INC. 401(K) PLAN 2012 401k membership | ||
| Total participants, beginning-of-year | 2012-11-01 | 49 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-11-01 | 40 |
| Number of retired or separated participants receiving benefits | 2012-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-11-01 | 11 |
| Total of all active and inactive participants | 2012-11-01 | 51 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-11-01 | 0 |
| Total participants | 2012-11-01 | 51 |
| Number of participants with account balances | 2012-11-01 | 50 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-11-01 | 0 |
| 2011: NEW YORK FARM BUREAU, INC. 401(K) PLAN 2011 401k membership | ||
| Total participants, beginning-of-year | 2011-11-01 | 47 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-11-01 | 38 |
| Number of retired or separated participants receiving benefits | 2011-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-11-01 | 12 |
| Total of all active and inactive participants | 2011-11-01 | 50 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-11-01 | 0 |
| Total participants | 2011-11-01 | 50 |
| Number of participants with account balances | 2011-11-01 | 49 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-11-01 | 0 |
| 2010: NEW YORK FARM BUREAU, INC. 401(K) PLAN 2010 401k membership | ||
| Total participants, beginning-of-year | 2010-11-01 | 48 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-11-01 | 38 |
| Number of retired or separated participants receiving benefits | 2010-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-11-01 | 10 |
| Total of all active and inactive participants | 2010-11-01 | 48 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-11-01 | 0 |
| Total participants | 2010-11-01 | 48 |
| Number of participants with account balances | 2010-11-01 | 47 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-11-01 | 1 |
| 2009: NEW YORK FARM BUREAU, INC. 401(K) PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-11-01 | 48 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-11-01 | 39 |
| Number of retired or separated participants receiving benefits | 2009-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-11-01 | 11 |
| Total of all active and inactive participants | 2009-11-01 | 50 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-11-01 | 0 |
| Total participants | 2009-11-01 | 50 |
| Number of participants with account balances | 2009-11-01 | 48 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-11-01 | 4 |
| Measure | Date | Value |
|---|---|---|
| 2025 : NEW YORK FARM BUREAU, INC. 401(K) PLAN 2025 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2025-05-20 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-20 | 968124 |
| Net assets as of the end of the plan year | 2025-05-20 | 8489152 |
| Total assets as of the beginning of the plan year | 2025-05-20 | 7131396 |
| Value of plan covered by a fidelity bond | 2025-05-20 | 500000 |
| Participant contributions to plan in this plan year | 2025-05-20 | 217994 |
| Other income to plan in this plan year | 2025-05-20 | 1921512 |
| Plan net income in this plan year | 2025-05-20 | 1357756 |
| Net assets as of the end of the plan year | 2025-05-20 | 8489152 |
| Net assets as of the beginning of the plan year | 2025-05-20 | 7131396 |
| Employer contributions to plan in this plan year | 2025-05-20 | 186374 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-20 | 675 |
| 2017 : NEW YORK FARM BUREAU, INC. 401(K) PLAN 2017 401k financial data | ||
| Total income from all sources | 2017-10-31 | $1,318,236 |
| Expenses. Total of all expenses incurred | 2017-10-31 | $771,327 |
| Benefits paid (including direct rollovers) | 2017-10-31 | $771,207 |
| Total plan assets at end of year | 2017-10-31 | $6,328,786 |
| Total plan assets at beginning of year | 2017-10-31 | $5,781,877 |
| Value of fidelity bond covering the plan | 2017-10-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-10-31 | $158,232 |
| Contributions received from other sources (not participants or employers) | 2017-10-31 | $15,606 |
| Other income received | 2017-10-31 | $942,020 |
| Net income (gross income less expenses) | 2017-10-31 | $546,909 |
| Net plan assets at end of year (total assets less liabilities) | 2017-10-31 | $6,328,786 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-10-31 | $5,781,877 |
| Total contributions received or receivable from employer(s) | 2017-10-31 | $202,378 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-10-31 | $120 |
| 2016 : NEW YORK FARM BUREAU, INC. 401(K) PLAN 2016 401k financial data | ||
| Total income from all sources | 2016-10-31 | $636,610 |
| Expenses. Total of all expenses incurred | 2016-10-31 | $151,381 |
| Benefits paid (including direct rollovers) | 2016-10-31 | $151,261 |
| Total plan assets at end of year | 2016-10-31 | $5,781,877 |
| Total plan assets at beginning of year | 2016-10-31 | $5,296,648 |
| Value of fidelity bond covering the plan | 2016-10-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-10-31 | $156,951 |
| Contributions received from other sources (not participants or employers) | 2016-10-31 | $113,457 |
| Other income received | 2016-10-31 | $185,873 |
| Net income (gross income less expenses) | 2016-10-31 | $485,229 |
| Net plan assets at end of year (total assets less liabilities) | 2016-10-31 | $5,781,877 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-10-31 | $5,296,648 |
| Total contributions received or receivable from employer(s) | 2016-10-31 | $180,329 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-10-31 | $120 |
| 2015 : NEW YORK FARM BUREAU, INC. 401(K) PLAN 2015 401k financial data | ||
| Total income from all sources | 2015-10-31 | $463,696 |
| Expenses. Total of all expenses incurred | 2015-10-31 | $764,668 |
| Benefits paid (including direct rollovers) | 2015-10-31 | $764,668 |
| Total plan assets at end of year | 2015-10-31 | $5,296,648 |
| Total plan assets at beginning of year | 2015-10-31 | $5,597,620 |
| Value of fidelity bond covering the plan | 2015-10-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-10-31 | $156,329 |
| Contributions received from other sources (not participants or employers) | 2015-10-31 | $22,464 |
| Other income received | 2015-10-31 | $111,633 |
| Net income (gross income less expenses) | 2015-10-31 | $-300,972 |
| Net plan assets at end of year (total assets less liabilities) | 2015-10-31 | $5,296,648 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-10-31 | $5,597,620 |
| Total contributions received or receivable from employer(s) | 2015-10-31 | $173,270 |
| 2014 : NEW YORK FARM BUREAU, INC. 401(K) PLAN 2014 401k financial data | ||
| Total income from all sources | 2014-10-31 | $749,555 |
| Expenses. Total of all expenses incurred | 2014-10-31 | $964,807 |
| Benefits paid (including direct rollovers) | 2014-10-31 | $963,663 |
| Total plan assets at end of year | 2014-10-31 | $5,597,620 |
| Total plan assets at beginning of year | 2014-10-31 | $5,812,872 |
| Value of fidelity bond covering the plan | 2014-10-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-10-31 | $156,584 |
| Other income received | 2014-10-31 | $420,543 |
| Net income (gross income less expenses) | 2014-10-31 | $-215,252 |
| Net plan assets at end of year (total assets less liabilities) | 2014-10-31 | $5,597,620 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-10-31 | $5,812,872 |
| Total contributions received or receivable from employer(s) | 2014-10-31 | $172,428 |
| Value of corrective distributions | 2014-10-31 | $1,144 |
| 2013 : NEW YORK FARM BUREAU, INC. 401(K) PLAN 2013 401k financial data | ||
| Total income from all sources | 2013-10-31 | $1,171,076 |
| Expenses. Total of all expenses incurred | 2013-10-31 | $182,016 |
| Benefits paid (including direct rollovers) | 2013-10-31 | $182,016 |
| Total plan assets at end of year | 2013-10-31 | $5,812,872 |
| Total plan assets at beginning of year | 2013-10-31 | $4,823,812 |
| Value of fidelity bond covering the plan | 2013-10-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-10-31 | $168,318 |
| Contributions received from other sources (not participants or employers) | 2013-10-31 | $7,363 |
| Other income received | 2013-10-31 | $834,763 |
| Net income (gross income less expenses) | 2013-10-31 | $989,060 |
| Net plan assets at end of year (total assets less liabilities) | 2013-10-31 | $5,812,872 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-10-31 | $4,823,812 |
| Total contributions received or receivable from employer(s) | 2013-10-31 | $160,632 |
| 2012 : NEW YORK FARM BUREAU, INC. 401(K) PLAN 2012 401k financial data | ||
| Total income from all sources | 2012-10-31 | $740,599 |
| Expenses. Total of all expenses incurred | 2012-10-31 | $16,563 |
| Benefits paid (including direct rollovers) | 2012-10-31 | $16,563 |
| Total plan assets at end of year | 2012-10-31 | $4,823,812 |
| Total plan assets at beginning of year | 2012-10-31 | $4,099,777 |
| Value of fidelity bond covering the plan | 2012-10-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2012-10-31 | $166,625 |
| Contributions received from other sources (not participants or employers) | 2012-10-31 | $21,648 |
| Other income received | 2012-10-31 | $401,199 |
| Net income (gross income less expenses) | 2012-10-31 | $724,036 |
| Net plan assets at end of year (total assets less liabilities) | 2012-10-31 | $4,823,812 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-10-31 | $4,099,777 |
| Total contributions received or receivable from employer(s) | 2012-10-31 | $151,127 |
| 2011 : NEW YORK FARM BUREAU, INC. 401(K) PLAN 2011 401k financial data | ||
| Total income from all sources | 2011-10-31 | $479,991 |
| Expenses. Total of all expenses incurred | 2011-10-31 | $77,893 |
| Benefits paid (including direct rollovers) | 2011-10-31 | $77,893 |
| Total plan assets at end of year | 2011-10-31 | $4,099,777 |
| Total plan assets at beginning of year | 2011-10-31 | $3,697,679 |
| Value of fidelity bond covering the plan | 2011-10-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-10-31 | $148,906 |
| Contributions received from other sources (not participants or employers) | 2011-10-31 | $11,284 |
| Other income received | 2011-10-31 | $163,890 |
| Net income (gross income less expenses) | 2011-10-31 | $402,098 |
| Net plan assets at end of year (total assets less liabilities) | 2011-10-31 | $4,099,777 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-10-31 | $3,697,679 |
| Total contributions received or receivable from employer(s) | 2011-10-31 | $155,911 |
| 2016: NEW YORK FARM BUREAU, INC. 401(K) PLAN 2016 form 5500 responses | ||
|---|---|---|
| 2016-11-01 | Type of plan entity | Single employer plan |
| 2016-11-01 | Submission has been amended | No |
| 2016-11-01 | This submission is the final filing | No |
| 2016-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-11-01 | Plan is a collectively bargained plan | No |
| 2016-11-01 | Plan funding arrangement – Trust | Yes |
| 2016-11-01 | Plan benefit arrangement - Trust | Yes |
| 2015: NEW YORK FARM BUREAU, INC. 401(K) PLAN 2015 form 5500 responses | ||
| 2015-11-01 | Type of plan entity | Single employer plan |
| 2015-11-01 | Submission has been amended | No |
| 2015-11-01 | This submission is the final filing | No |
| 2015-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-11-01 | Plan is a collectively bargained plan | No |
| 2015-11-01 | Plan funding arrangement – Trust | Yes |
| 2015-11-01 | Plan benefit arrangement - Trust | Yes |
| 2014: NEW YORK FARM BUREAU, INC. 401(K) PLAN 2014 form 5500 responses | ||
| 2014-11-01 | Type of plan entity | Single employer plan |
| 2014-11-01 | Submission has been amended | No |
| 2014-11-01 | This submission is the final filing | No |
| 2014-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-11-01 | Plan is a collectively bargained plan | No |
| 2014-11-01 | Plan funding arrangement – Trust | Yes |
| 2014-11-01 | Plan benefit arrangement - Trust | Yes |
| 2013: NEW YORK FARM BUREAU, INC. 401(K) PLAN 2013 form 5500 responses | ||
| 2013-11-01 | Type of plan entity | Single employer plan |
| 2013-11-01 | Submission has been amended | No |
| 2013-11-01 | This submission is the final filing | No |
| 2013-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-11-01 | Plan is a collectively bargained plan | No |
| 2013-11-01 | Plan funding arrangement – Trust | Yes |
| 2013-11-01 | Plan benefit arrangement - Trust | Yes |
| 2012: NEW YORK FARM BUREAU, INC. 401(K) PLAN 2012 form 5500 responses | ||
| 2012-11-01 | Type of plan entity | Single employer plan |
| 2012-11-01 | Submission has been amended | No |
| 2012-11-01 | This submission is the final filing | No |
| 2012-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-11-01 | Plan is a collectively bargained plan | No |
| 2012-11-01 | Plan funding arrangement – Trust | Yes |
| 2012-11-01 | Plan benefit arrangement - Trust | Yes |
| 2011: NEW YORK FARM BUREAU, INC. 401(K) PLAN 2011 form 5500 responses | ||
| 2011-11-01 | Type of plan entity | Single employer plan |
| 2011-11-01 | Submission has been amended | No |
| 2011-11-01 | This submission is the final filing | No |
| 2011-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-11-01 | Plan is a collectively bargained plan | No |
| 2011-11-01 | Plan funding arrangement – Trust | Yes |
| 2011-11-01 | Plan benefit arrangement - Trust | Yes |
| 2010: NEW YORK FARM BUREAU, INC. 401(K) PLAN 2010 form 5500 responses | ||
| 2010-11-01 | Type of plan entity | Single employer plan |
| 2010-11-01 | Submission has been amended | No |
| 2010-11-01 | This submission is the final filing | No |
| 2010-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-11-01 | Plan is a collectively bargained plan | No |
| 2010-11-01 | Plan funding arrangement – Trust | Yes |
| 2010-11-01 | Plan benefit arrangement - Trust | Yes |
| 2009: NEW YORK FARM BUREAU, INC. 401(K) PLAN 2009 form 5500 responses | ||
| 2009-11-01 | Type of plan entity | Single employer plan |
| 2009-11-01 | Submission has been amended | No |
| 2009-11-01 | This submission is the final filing | No |
| 2009-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-11-01 | Plan is a collectively bargained plan | No |
| 2009-11-01 | Plan funding arrangement – Trust | Yes |
| 2009-11-01 | Plan benefit arrangement - Trust | Yes |