2023 Form 5500 filing — The Fall River Group, Inc. Employees' 401(K) Profit Sharing 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 20240530085018NAL0022290656001) for The Fall River Group, Inc. Employees' 401(K) Profit Sharing Plan, reported by The Fall River Group, Inc. under EIN 39-1353471 and plan number 003. It reports 227 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240530085018NAL0022290656001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Fall River Group, Inc.
- EIN
- 39-1353471
- Plan number
- 003
- Location
- Fall River, WI
- Participants
- 227
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,022,440
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,022,440
- Employer contributions
- $455,122
- Participant contributions
- $878,519
- Total income / additions
- $6,202,983
- Benefits paid
- $2,030,384
- Administrative expenses
- $5,310
- Total expenses
- $2,035,694
- Net increase / (decrease)
- $4,167,289
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial LLC | BROKER/ADVISER | $0 | $64,172 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,285 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $1,025 | $0 |