2023 Form 5500 filing — Ferolie Corporation Employees' Savings And Investment 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 20241003103521NAL0004791219001) for Ferolie Corporation Employees' Savings And Investment Plan, reported by Ferolie Corporation under EIN 13-1657344 and plan number 002. It reports 376 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003103521NAL0004791219001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ferolie Corporation
- EIN
- 13-1657344
- Plan number
- 002
- Location
- Montvale, NJ
- Participants
- 376
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,216,658
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,216,658
- Employer contributions
- $333,291
- Participant contributions
- $1,738,861
- Total income / additions
- $9,009,655
- Benefits paid
- $1,146,396
- Administrative expenses
- $85,095
- Total expenses
- $1,231,491
- Net increase / (decrease)
- $7,778,164
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Private Advisor Group | NONE | $58,240 | not reported in the loaded dataset |
| Pkf O'Conner Davies Llp | NONE | $16,850 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $7,312 | $0 |
| Td Ameritrade, Inc. | NONE | $50 | not reported in the loaded dataset |