2023 Form 5500 filing — Fehr-Graham & Associates 401(K) Profit Sharing 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 20241006183855NAL0014315969001) for Fehr-Graham & Associates 401(K) Profit Sharing Plan, reported by Fehr-Graham & Associates LLC under EIN 36-2780335 and plan number 001. It reports 262 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241006183855NAL0014315969001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fehr-Graham & Associates LLC
- EIN
- 36-2780335
- Plan number
- 001
- Location
- Freeport, IL
- Participants
- 262
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Total income / additions
- -$247,872
- Benefits paid
- $0
- Administrative expenses
- $10,159
- Total expenses
- $10,159
- Net increase / (decrease)
- -$258,031
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dubuque Bank & Trust Company | NONE | $63,765 | $0 |
| Dubuque Bank & Trust Company | NONE | $10,159 | $0 |