2023 Form 5500 filing — Fedway Associates, Inc. 401(K) Employee 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 20241001095330NAL0013334194001) for Fedway Associates, Inc. 401(K) Employee Savings Plan, reported by Fedway Associates, Inc. under EIN 22-0905070 and plan number 002. It reports 918 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001095330NAL0013334194001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fedway Associates, Inc.
- EIN
- 22-0905070
- Plan number
- 002
- Location
- Basking Ridge, NJ
- Participants
- 918
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $167,001,265
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $167,001,265
- Employer contributions
- $2,484,823
- Participant contributions
- $7,574,577
- Total income / additions
- $34,206,593
- Benefits paid
- $7,280,262
- Administrative expenses
- $114,902
- Total expenses
- $7,395,164
- Net increase / (decrease)
- $26,811,429
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $80,000 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | AUDITOR | $32,000 | not reported in the loaded dataset |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $2,902 | $0 |