2023 Form 5500 filing — The Federated Group, 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 20240806111810NAL0005533666001) for The Federated Group, Inc. 401(K) Profit Sharing Plan, reported by The Federated Group, Inc. under EIN 36-2039374 and plan number 001. It reports 127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240806111810NAL0005533666001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Federated Group, Inc.
- EIN
- 36-2039374
- Plan number
- 001
- Location
- Arlington Heights, IL
- Participants
- 127
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,982,561
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,982,561
- Employer contributions
- $53,100
- Participant contributions
- $397,506
- Total income / additions
- $2,180,334
- Benefits paid
- $1,946,368
- Administrative expenses
- $23,970
- Total expenses
- $1,970,338
- Net increase / (decrease)
- $209,996
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rothschild Investment Corporation | INVESTMENT ADVISOR | $21,042 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $1,000 | $0 |