2023 Form 5500 filing — Fleetwood Aluminum Products, LLC 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 20240923181659NAL0011746881002) for Fleetwood Aluminum Products, LLC 401(K) Profit Sharing Plan And Trust, reported by Fleetwood Aluminum Products, LLC under EIN 93-3790125 and plan number 001. It reports 458 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923181659NAL0011746881002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fleetwood Aluminum Products, LLC
- EIN
- 93-3790125
- Plan number
- 001
- Location
- Corona, CA
- Participants
- 458
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,334,946
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,334,946
- Employer contributions
- $370,689
- Participant contributions
- $1,507,718
- Total income / additions
- $3,864,056
- Benefits paid
- $1,282,596
- Administrative expenses
- $81,531
- Total expenses
- $1,450,748
- Net increase / (decrease)
- $2,413,308
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $34,599 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $33,639 | $0 |
| Associates In Excellence Dba Cetera | CONTRACT ADMIN | $23,400 | $0 |
| Nfp Retirement Inc | INVESTMENT ADVISOR | $18,750 | $0 |
| Resources Investment Advisors LLC | OTHER | $126 | $0 |