2023 Form 5500 filing — Furst-Mcness Company Pension Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240124102727NAL0013498401001) for Furst-Mcness Company Pension Plan, reported by Furst-Mcness Company under EIN 36-1112600 and plan number 001. It reports 188 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240124102727NAL0013498401001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Furst-Mcness Company
- EIN
- 36-1112600
- Plan number
- 001
- Location
- Freeport, IL
- Participants
- 188
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,643,552
- Total liabilities (EOY)
- $44,105
- Net assets (EOY)
- $9,599,447
- Total income / additions
- -$1,575,304
- Benefits paid
- $1,220,236
- Administrative expenses
- $137,059
- Total expenses
- $1,357,295
- Net increase / (decrease)
- -$2,932,599
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cibc Private Wealth Advisors | INVESTMENT ADVISOR | $64,239 | not reported in the loaded dataset |
| October Three Consulting Services | ACTUARY | $56,009 | not reported in the loaded dataset |
| Reliance Trust Company | TRUSTEE/CUSTODIAN | $15,501 | not reported in the loaded dataset |