2023 Form 5500 filing — William F Fenton, LLC 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 20241009071918NAL0030632896001) for William F Fenton, LLC 401(K) Plan, reported by William F Fenton, LLC under EIN 02-0396507 and plan number 001. It reports 211 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)$11.7MReported net assets$11,714,633

Participants211

Provider compensation$36.8K4 Schedule C row(s)$36,828

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241009071918NAL0030632896001
Plan sponsor: William F Fenton, LLC
EIN: 02-0396507
Plan number: 001
Location: East Swanzey, NH
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)$11.7M total assets

Net assets$11.7MLiabilities$0

Money in vs. money out

Total income / additions$2.7M

Total expenses$1.3M

Benefits paid / distributions$1.2M

Contributions

Employer$301K

Participant$710.7K

Full reported line items

Total assets (EOY): $11,714,633
Total liabilities (EOY): $0
Net assets (EOY): $11,714,633
Employer contributions: $300,956
Participant contributions: $710,720
Total income / additions: $2,695,161
Benefits paid: $1,207,387
Administrative expenses: $36,828
Total expenses: $1,250,941
Net increase / (decrease): $1,444,220

Schedule C

Reported service provider compensation

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

1
Empower Annuity Insurance Company O$20.6K
RECORDKEEPER · Direct $20.6K · Indirect $0
2
National Automobile Dealers Associa$12.8K
OTHER · Direct $12.8K
3
Capfinancial Partners LLC Dba Captr$2.1K
OTHER · Direct $2.1K
4
Northeast Retirement Services, Inc.$1.3K
OTHER · Direct $1.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009071918NAL0030632896001 cover?: It is the 2023 Form 5500 filing for William F Fenton, LLC 401(K) Plan, reported by William F Fenton, LLC (EIN 02-0396507).
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).