401k Plan data: AGRI STATS, INC. 401(K) PLAN plan

AGRI STATS, INC. 401(K) PLAN 401k Plan overview

Plan Name	AGRI STATS, INC. 401(K) PLAN
Plan identification number	001

AGRI STATS, INC. 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

AGRI STATS, INC. has sponsored the creation of one or more 401k plans.

Company Name: AGRI STATS, INC.

Employer identification number (EIN): 351640650

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AGRI STATS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01 BRENDA SIEVERS 2021-04-15
001 2018-01-01 BRENDA SIEVERS 2019-06-24
001 2017-01-01 BRENDA SIEVERS 2018-06-28
001 2016-01-01 BRENDA SIEVERS 2017-06-26
001 2015-01-01 BRENDA SIEVERS 2016-07-26
001 2014-01-01 BRENDA SIEVERS 2015-06-24 BRENDA SIEVERS 2015-06-24
001 2013-01-01 BRENDA SIEVERS 2014-06-18 BRENDA SIEVERS 2014-06-18
001 2012-01-01 BRENDA SIEVERS 2013-07-30 BRENDA SIEVERS 2013-07-30
001 2011-01-01 BRENDA SIEVERS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01	BRENDA SIEVERS	2021-04-15
001	2018-01-01	BRENDA SIEVERS	2019-06-24
001	2017-01-01	BRENDA SIEVERS	2018-06-28
001	2016-01-01	BRENDA SIEVERS	2017-06-26
001	2015-01-01	BRENDA SIEVERS	2016-07-26
001	2014-01-01	BRENDA SIEVERS	2015-06-24	BRENDA SIEVERS	2015-06-24
001	2013-01-01	BRENDA SIEVERS	2014-06-18	BRENDA SIEVERS	2014-06-18
001	2012-01-01	BRENDA SIEVERS	2013-07-30	BRENDA SIEVERS	2013-07-30
001	2011-01-01	BRENDA SIEVERS

Plan Statistics for AGRI STATS, INC. 401(K) PLAN

401k plan membership statisitcs for AGRI STATS, INC. 401(K) PLAN

Measure Date Value
2022: AGRI STATS, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 92
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 70
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 24
Total of all active and inactive participants 2022-01-01 94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 94
Number of participants with account balances 2022-01-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 4
2021: AGRI STATS, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 93
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 71
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 21
Total of all active and inactive participants 2021-01-01 92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 92
Number of participants with account balances 2021-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2011: AGRI STATS, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 106
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 100
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 10
Total of all active and inactive participants 2011-01-01 110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 110
Number of participants with account balances 2011-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 3

Measure	Date	Value
2022: AGRI STATS, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	92
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	70
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	24
Total of all active and inactive participants	2022-01-01	94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	94
Number of participants with account balances	2022-01-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	4
2021: AGRI STATS, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	93
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	71
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	21
Total of all active and inactive participants	2021-01-01	92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	92
Number of participants with account balances	2021-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2011: AGRI STATS, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	106
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	100
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	10
Total of all active and inactive participants	2011-01-01	110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	110
Number of participants with account balances	2011-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	3

Financial Data on AGRI STATS, INC. 401(K) PLAN

Measure	Date	Value
2022 : AGRI STATS, INC. 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-3,028,138
Expenses. Total of all expenses incurred	2022-12-31	$542,282
Benefits paid (including direct rollovers)	2022-12-31	$515,575
Total plan assets at end of year	2022-12-31	$17,660,368
Total plan assets at beginning of year	2022-12-31	$21,230,788
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Total contributions received or receivable from participants	2022-12-31	$824,130
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$2,872
Other income received	2022-12-31	$-4,098,890
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-3,570,420
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$17,660,368
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$21,230,788
Assets. Value of participant loans	2022-12-31	$20,241
Total contributions received or receivable from employer(s)	2022-12-31	$243,750
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$26,707
2021 : AGRI STATS, INC. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$3,012,743
Expenses. Total of all expenses incurred	2021-12-31	$2,297,192
Benefits paid (including direct rollovers)	2021-12-31	$2,250,041
Total plan assets at end of year	2021-12-31	$21,230,788
Total plan assets at beginning of year	2021-12-31	$20,515,237
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Total contributions received or receivable from participants	2021-12-31	$791,593
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$2,008,579
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$715,551
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$21,230,788
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$20,515,237
Assets. Value of participant loans	2021-12-31	$28,240
Total contributions received or receivable from employer(s)	2021-12-31	$212,571
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$47,151
2011 : AGRI STATS, INC. 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$667,887
Expenses. Total of all expenses incurred	2011-12-31	$628,668
Benefits paid (including direct rollovers)	2011-12-31	$614,361
Total plan assets at end of year	2011-12-31	$6,811,753
Total plan assets at beginning of year	2011-12-31	$6,772,534
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$545,725
Expenses. Other expenses not covered elsewhere	2011-12-31	$14,307
Contributions received from other sources (not participants or employers)	2011-12-31	$17,154
Other income received	2011-12-31	$-126,245
Net income (gross income less expenses)	2011-12-31	$39,219
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$6,811,753
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$6,772,534
Assets. Value of participant loans	2011-12-31	$69,109
Total contributions received or receivable from employer(s)	2011-12-31	$231,253
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : AGRI STATS, INC. 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,547,936
Expenses. Total of all expenses incurred	2010-12-31	$135,183
Benefits paid (including direct rollovers)	2010-12-31	$133,676
Total plan assets at end of year	2010-12-31	$6,772,534
Total plan assets at beginning of year	2010-12-31	$5,359,781
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$519,186
Expenses. Other expenses not covered elsewhere	2010-12-31	$1,507
Contributions received from other sources (not participants or employers)	2010-12-31	$158,542
Other income received	2010-12-31	$666,850
Net income (gross income less expenses)	2010-12-31	$1,412,753
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$6,772,534
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$5,359,781
Assets. Value of participant loans	2010-12-31	$123,906
Total contributions received or receivable from employer(s)	2010-12-31	$203,358
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for AGRI STATS, INC. 401(K) PLAN

2022: AGRI STATS, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: AGRI STATS, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2011: AGRI STATS, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

815100

Policy instance

Insurance contract or identification number	815100
Number of Individuals Covered	6
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

894263+087

Policy instance

Insurance contract or identification number	894263+087
Number of Individuals Covered	0
Insurance policy start date	2021-01-01
Insurance policy end date	2021-08-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,198
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	2198

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

815100

Policy instance

Insurance contract or identification number	815100
Number of Individuals Covered	5
Insurance policy start date	2021-09-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	AGRI STATS, INC.
Employer identification number (EIN):	351640650
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services