2023 Form 5500 filing — Featherlite Exiss Sooner 401(K) Retirement 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 20240823113112NAL0003640771001) for Featherlite Exiss Sooner 401(K) Retirement Plan, reported by Featherlite Exiss Sooner Holding under EIN 84-3939042 and plan number 001. It reports 1,013 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240823113112NAL0003640771001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Featherlite Exiss Sooner Holding
- EIN
- 84-3939042
- Plan number
- 001
- Location
- Cresco, IA
- Participants
- 1,013
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,719,335
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,719,335
- Employer contributions
- $320,838
- Participant contributions
- $1,323,536
- Total income / additions
- $6,271,188
- Benefits paid
- $3,046,702
- Administrative expenses
- $158,206
- Total expenses
- $3,207,191
- Net increase / (decrease)
- $3,063,997
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $143,707 | not reported in the loaded dataset |
| Creative Planning Hold Co, LLC | SERVICE PROVIDER | $0 | $34,511 |
| Northwestern Mutual Investment Serv | BROKER/ DEALER | $0 | $17,670 |
| Bernard Robinson & Company, Llp | SERVICE PROVDIER | $14,500 | not reported in the loaded dataset |