2023 Form 5500 filing — Findlay Management Group 401(K) Profit Sharing Plan And Trust
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 20240916051400NAL0002185600001) for Findlay Management Group 401(K) Profit Sharing Plan And Trust, reported by Findlay Management Group under EIN 88-0267953 and plan number 001. It reports 2,607 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916051400NAL0002185600001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Findlay Management Group
- EIN
- 88-0267953
- Plan number
- 001
- Location
- Henderson, NV
- Participants
- 2,607
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $62,022,363
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $62,022,363
- Employer contributions
- $1,280,288
- Participant contributions
- $9,271,346
- Total income / additions
- $19,384,645
- Benefits paid
- $6,048,493
- Administrative expenses
- $276,650
- Total expenses
- $6,325,143
- Net increase / (decrease)
- $13,059,502
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $144,217 | $0 |
| Royal Alliance Associates, Inc. | INVESTMENT/FINANCIAL ADVI | $131,907 | $0 |