2023 Form 5500 filing — Fairbanks Morse Retirement Savings 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 20240926183029NAL0001187361001) for Fairbanks Morse Retirement Savings Plan, reported by Fairbanks Morse, LLC under EIN 81-2933620 and plan number 001. It reports 1,057 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926183029NAL0001187361001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fairbanks Morse, LLC
- EIN
- 81-2933620
- Plan number
- 001
- Location
- Beloit, WI
- Participants
- 1,057
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $80,576,472
- Net assets (EOY)
- $80,576,472
- Employer contributions
- $5,592,226
- Participant contributions
- $8,193,869
- Total income / additions
- $25,464,643
- Benefits paid
- $9,450,429
- Administrative expenses
- $110,959
- Total expenses
- $9,603,548
- Net increase / (decrease)
- $15,861,095
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $110,734 | not reported in the loaded dataset |