Original filing (PDF)20241015160856NAL0016841219001

ALABAMA FARMERS COOPERATIVE INC.

Name: ALABAMA FARMERS COOPERATIVE INC. — AFC PROFIT SHARING PLAN, Form 5500 (2023)
Creator: ALABAMA FARMERS COOPERATIVE INC.

Form 5500

FILING_RECEIVED

AFC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

2,646

Accounts w/ balance

2,529

Plan assets (EOY)

$118.8M

Net assets (EOY)

$118.8M

How this plan invests

This plan

3 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALABAMA FARMERS COOPERATIVE INC..

Plan sponsor

Name

ALABAMA FARMERS COOPERATIVE INC.

EIN

63-0207695

Address

121 SOMERVILLE ROAD NE · DECATUR, AL · 35601

Phone

(256) 353-6843

Industry

Agriculture, Forestry, Fishing, Huntingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	06-1050034	GREENWOOD VILLAGE, CO	RECORDKEEPER	$169K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
WARREN AVERETT LLC	45-4084437	BIRMINGHAM, AL	AUDITOR	$26K	—

Legal counsel

Name	EIN	Location	Relation

Investments

3 pooled funds· $3.8M(3% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Investment	Type	Current value	% of plan
MID CAP VALUE / ROBECO BOSTON PARTN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 440	Pooled Separate Account	$1.9M	1.6%
SMALL CAP VALUE / VICTORY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 701	Pooled Separate Account	$1.8M	1.6%

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