2023 Form 5500 filing — Federal Management Partners, Inc. 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 20240614081056NAL0051072496001) for Federal Management Partners, Inc. 401(K) Profit Sharing Plan, reported by Federal Management Partners, Inc. under EIN 54-1577240 and plan number 001. It reports 154 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240614081056NAL0051072496001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Federal Management Partners, Inc.
- EIN
- 54-1577240
- Plan number
- 001
- Location
- Arlington, VA
- Participants
- 154
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,448,850
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,448,850
- Employer contributions
- $431,715
- Participant contributions
- $1,101,341
- Total income / additions
- $3,898,824
- Benefits paid
- $662,956
- Administrative expenses
- $69,048
- Total expenses
- $732,004
- Net increase / (decrease)
- $3,166,820
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Co | RECORDKEEPER | $36,858 | not reported in the loaded dataset |
| Pbmares Wealth Management, LLC | RIA | $29,019 | not reported in the loaded dataset |