2023 Form 5500 filing — Felker Brothers Corporation Union 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 20240916143058NAL0002247488001) for Felker Brothers Corporation Union 401(K) Plan, reported by Felker Brothers Corporation under EIN 39-1305529 and plan number 003. It reports 133 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916143058NAL0002247488001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Felker Brothers Corporation
- EIN
- 39-1305529
- Plan number
- 003
- Location
- Marshfield, WI
- Participants
- 133
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,045,032
- Total liabilities (EOY)
- $36,765
- Net assets (EOY)
- $7,008,267
- Employer contributions
- $294,080
- Participant contributions
- $317,029
- Total income / additions
- $1,504,606
- Benefits paid
- $330,400
- Administrative expenses
- $13,188
- Total expenses
- $343,588
- Net increase / (decrease)
- $1,161,018
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $8,776 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |