2023 Form 5500 filing — Fernandes Masonry, Inc. 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 20240916153006NAL0001148899001) for Fernandes Masonry, Inc. 401(K) Plan, reported by Fernandes Masonry, Inc. under EIN 04-3377972 and plan number 001. It reports 152 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916153006NAL0001148899001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fernandes Masonry, Inc.
- EIN
- 04-3377972
- Plan number
- 001
- Location
- New Bedford, MA
- Participants
- 152
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,914,115
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,914,115
- Employer contributions
- $1,697,787
- Participant contributions
- $187,052
- Total income / additions
- $3,911,842
- Benefits paid
- $1,546,215
- Administrative expenses
- $47,203
- Total expenses
- $1,600,541
- Net increase / (decrease)
- $2,311,301
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus Holdings, Inc Dba Futurepl | CONTRACT ADMIN | $6,000 | not reported in the loaded dataset |
| Empower Advisory Group LLC | INVESTMENT MGMT | $2,990 | not reported in the loaded dataset |
| Global Retirement Partners LLC | OTHER | $63 | not reported in the loaded dataset |