Retirement plan

AUGUSTA FARMERS CO-OP, INC. PROFIT SHARING PLAN

Name: AUGUSTA FARMERS CO-OP, INC. - AUGUSTA FARMERS CO-OP, INC. PROFIT SHARING PLAN (2025) Form 5500
Creator: AUGUSTA FARMERS CO-OP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AUGUSTA FARMERS CO-OP, INC. PROFIT SHARING PLAN, AUGUSTA FARMERS CO-OP, INC.

AUGUSTA FARMERS CO-OP, INC.EIN 37-0160650Plan #002PY 2025

P.O. BOX 237 - AUGUSTA, IL 623110237217-392-2184LinkedIn1-10 employees

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$1.1M

+18.8% from 2024

Total participants

+28.6% from 2024

Average account balance

$71,367

+3.0% from 2024

Annual return

12.99%

+1.08 pp from 2024

Benchmarks

See 1,999 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort1,999 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.07M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$71K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

83.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$54K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.99%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$77

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2R2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1K

$64 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.108%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$71,367

$185,141-61.5%

$153,416-53.5%

$155,188-54.0%

Participation rate

83.3%

79.9%+3.4pp

74.3%+9.0pp

80.8%+2.5pp

Annual return

12.99%

18.72%-5.7pp

17.84%-4.8pp

148.84%-135.8pp

Employer contribution / active EE

$2,192

$4,489-51.2%

$3,764-41.8%

$4,248-48.4%

Participant deferral / active EE

$785

$5,477-85.7%

$4,723-83.4%

$6,531-88.0%

Admin fee / account holder

$77

$16,005-99.5%

$13,095-99.4%

$14,480-99.5%

AUGUSTA FARMERS CO-OP, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AUGUSTA FARMERS CO-OP, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion