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FARMERS UNION AGENCY, INC. AND MINNESOTA FARMERS UNION 401(K) SAVINGS AND INVESTMENT PLAN 401k Plan overview

Plan NameFARMERS UNION AGENCY, INC. AND MINNESOTA FARMERS UNION 401(K) SAVINGS AND INVESTMENT PLAN
Plan identification number 006

FARMERS UNION AGENCY, INC. AND MINNESOTA FARMERS UNION 401(K) SAVINGS AND INVESTMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FARMERS UNION AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name:FARMERS UNION AGENCY, INC.
Employer identification number (EIN):410808644
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FARMERS UNION AGENCY, INC. AND MINNESOTA FARMERS UNION 401(K) SAVINGS AND INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062023-01-01JOSH VICKERMAN2024-09-26 JOSH VICKERMAN2024-09-26
0062022-01-01JOSH VICKERMAN2023-03-09 JOSH VICKERMAN2023-03-09
0062021-01-01JOSH VICKERMAN2022-03-07 JOSH VICKERMAN2022-03-07
0062020-01-01JOSH VICKERMAN2021-05-13 JOSH VICKERMAN2021-05-13
0062019-01-01JOSH VICKERMAN2020-06-03 JOSH VICKERMAN2020-06-03
0062018-01-01RODNEY ALLEBACH2019-07-08
0062017-01-01RODNEY ALLEBACH2018-06-07
0062016-01-01RODNEY ALLEBACH2017-05-09
0062015-01-01RODNEY ALLEBACH2016-05-16
0062013-01-01RODNEY ALLEBACH2014-04-14
0062012-01-01RODNEY ALLEBACH2013-04-09
0062011-01-01RODNEY ALLEBACH2012-04-18
0062010-01-01JAMES FREDERICKSON2011-05-12

Plan Statistics for FARMERS UNION AGENCY, INC. AND MINNESOTA FARMERS UNION 401(K) SAVINGS AND INVESTMENT PLAN

401k plan membership statisitcs for FARMERS UNION AGENCY, INC. AND MINNESOTA FARMERS UNION 401(K) SAVINGS AND INVESTMENT PLAN

Measure Date Value
2025: FARMERS UNION AGENCY, INC. AND MINNESOTA FARMERS UNION 401(K) SAVINGS AND INVESTMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-03-3165
Total number of particpants at end of year2025-03-3165
Number of Participants With Account Balances2025-03-3165
2024: FARMERS UNION AGENCY, INC. AND MINNESOTA FARMERS UNION 401(K) SAVINGS AND INVESTMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-2661
Total number of particpants at end of year2024-09-2665
Number of Participants With Account Balances2024-09-2665
2022: FARMERS UNION AGENCY, INC. AND MINNESOTA FARMERS UNION 401(K) SAVINGS AND INVESTMENT PLAN 2022 401k membership
Total number of particpants at beginning of year2022-03-0731
Total number of particpants at end of year2022-03-0748
Number of Participants With Account Balances2022-03-0748

Financial Data on FARMERS UNION AGENCY, INC. AND MINNESOTA FARMERS UNION 401(K) SAVINGS AND INVESTMENT PLAN

Measure Date Value
2025 : FARMERS UNION AGENCY, INC. AND MINNESOTA FARMERS UNION 401(K) SAVINGS AND INVESTMENT PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-03-311004
Total expenses incurred by plan in this plan year2025-03-3157706
Net assets as of the end of the plan year2025-03-313567827
Total assets as of the beginning of the plan year2025-03-312847454
Value of plan covered by a fidelity bond2025-03-31400000
Participant contributions to plan in this plan year2025-03-31248328
Value of participant loans at end of plan year2025-03-312822
Other expenses paid from plan in this plan year2025-03-310
Other contributions to plan in this plan year2025-03-311059
Other income to plan in this plan year2025-03-31428294
Plan net income in this plan year2025-03-31721377
Net assets as of the end of the plan year2025-03-313567827
Net assets as of the beginning of the plan year2025-03-312846450
Employer contributions to plan in this plan year2025-03-31101402
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-3115898
2024 : FARMERS UNION AGENCY, INC. AND MINNESOTA FARMERS UNION 401(K) SAVINGS AND INVESTMENT PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-09-261004
Total liabilities as of the beginning of the plan year2024-09-262706
Total expenses incurred by plan in this plan year2024-09-2664915
Net assets as of the end of the plan year2024-09-262847454
Total assets as of the beginning of the plan year2024-09-262185914
Value of plan covered by a fidelity bond2024-09-26300000
Participant contributions to plan in this plan year2024-09-26214872
Value of participant loans at end of plan year2024-09-261739
Other expenses paid from plan in this plan year2024-09-260
Other income to plan in this plan year2024-09-26425164
Plan net income in this plan year2024-09-26663242
Net assets as of the end of the plan year2024-09-262846450
Net assets as of the beginning of the plan year2024-09-262183208
Employer contributions to plan in this plan year2024-09-2688121
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-2614734
2022 : FARMERS UNION AGENCY, INC. AND MINNESOTA FARMERS UNION 401(K) SAVINGS AND INVESTMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-03-0771401
Net assets as of the end of the plan year2022-03-072440202
Total assets as of the beginning of the plan year2022-03-072011279
Value of plan covered by a fidelity bond2022-03-07250000
Participant contributions to plan in this plan year2022-03-07143180
Value of participant loans at end of plan year2022-03-077280
Other income to plan in this plan year2022-03-07294212
Plan net income in this plan year2022-03-07428923
Net assets as of the end of the plan year2022-03-072440202
Net assets as of the beginning of the plan year2022-03-072011279
Value of funding deficiency2022-03-070
Employer contributions to plan in this plan year2022-03-0762932
Expensese paid to adminstrative service provicers from plan in this plan year2022-03-07325

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