2023 Form 5500 filing — Fagen, 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 20240924104639NAL0022719776001) for Fagen, Inc. 401(K) Plan, reported by Fagen, Inc. under EIN 41-1604605 and plan number 001. It reports 1,051 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$26.8MReported net assets$26,761,124
Participants1.1K1,051
Provider compensation$47.2K1 Schedule C row(s)$47,219
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240924104639NAL0022719776001
Plan sponsor
Fagen, Inc.
EIN
41-1604605
Plan number
001
Location
Granite Falls, MN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$26.8M total assets
Net assets$26.8MLiabilities$0
Money in vs. money out
Total income / additions$5.8M
Total expenses$2.2M
Benefits paid / distributions$2.1M
Contributions
Employer$466.4K
Participant$1.4M
Full reported line items
Total assets (EOY)
$26,761,124
Total liabilities (EOY)
$0
Net assets (EOY)
$26,761,124
Employer contributions
$466,367
Participant contributions
$1,414,054
Total income / additions
$5,818,155
Benefits paid
$2,130,517
Administrative expenses
$47,219
Total expenses
$2,181,401
Net increase / (decrease)
$3,636,754
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $47.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240924104639NAL0022719776001 cover?
It is the 2023 Form 5500 filing for Fagen, Inc. 401(K) Plan, reported by Fagen, Inc. (EIN 41-1604605).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages