2023 Form 5500 filing — Federal Management 401(K) 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 20240726111458NAL0008902915001) for Federal Management 401(K) Plan, reported by Federal Management Co., Inc. under EIN 04-2513390 and plan number 002. It reports 225 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726111458NAL0008902915001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Federal Management Co., Inc.
- EIN
- 04-2513390
- Plan number
- 002
- Location
- Braintree, MA
- Participants
- 225
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,172,195
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,172,195
- Employer contributions
- $384,707
- Participant contributions
- $1,046,950
- Total income / additions
- $3,725,600
- Benefits paid
- $548,383
- Administrative expenses
- $86,773
- Total expenses
- $635,156
- Net increase / (decrease)
- $3,090,444
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $45,796 | not reported in the loaded dataset |
| Davinci Capital Management, Inc. | NONE | $40,977 | not reported in the loaded dataset |