2023 Form 5500 filing — Bober, Markey, Fedorovich & Company Thrift/Incentive 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 20240917054236NAL0001006611001) for Bober, Markey, Fedorovich & Company Thrift/Incentive Plan, reported by Bober, Markey, Fedorovich & Company under EIN 34-1523030 and plan number 001. It reports 125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917054236NAL0001006611001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bober, Markey, Fedorovich & Company
- EIN
- 34-1523030
- Plan number
- 001
- Location
- Akron, OH
- Participants
- 125
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,260,769
- Net assets (EOY)
- $24,260,769
- Employer contributions
- $365,296
- Participant contributions
- $1,268,480
- Total income / additions
- $5,442,743
- Benefits paid
- $448,580
- Administrative expenses
- $57,299
- Total expenses
- $505,879
- Net increase / (decrease)
- $4,936,864
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ellsworth Advisors LLC | NONE | $38,000 | not reported in the loaded dataset |
| Schwab Retirement Plan Services Inc | NONE | $19,299 | not reported in the loaded dataset |