2023 Form 5500 filing — Feist Watson Enterprises, Inc. 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 20240904070104NAL0011002627001) for Feist Watson Enterprises, Inc. Profit Sharing Plan, reported by Feist Watson Enterprises under EIN 81-0379981 and plan number 001. It reports 261 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904070104NAL0011002627001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Feist Watson Enterprises
- EIN
- 81-0379981
- Plan number
- 001
- Location
- Missoula, MT
- Participants
- 261
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,691,013
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,691,013
- Employer contributions
- $525,397
- Participant contributions
- $963,196
- Total income / additions
- $4,016,045
- Benefits paid
- $439,600
- Administrative expenses
- $33,637
- Total expenses
- $473,532
- Net increase / (decrease)
- $3,542,513
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial | INVESTMENT/FINANCIAL ADVI | $29,186 | $0 |
| Adp, Inc. | RECORD KEEPER | $4,450 | $0 |