2023 Form 5500 filing — Ferguson Enterprises, LLC, 401(K) 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 20241009131607NAL0037913746001) for Ferguson Enterprises, LLC, 401(K) Retirement Savings Plan, reported by Ferguson Enterprises, LLC under EIN 54-1473338 and plan number 002. It reports 37,002 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009131607NAL0037913746001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ferguson Enterprises, LLC
- EIN
- 54-1473338
- Plan number
- 002
- Location
- Newport News, VA
- Participants
- 37,002
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,156,716,965
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,156,716,965
- Employer contributions
- $77,847,064
- Participant contributions
- $186,264,632
- Total income / additions
- $741,789,432
- Benefits paid
- $212,958,371
- Administrative expenses
- $1,594,619
- Total expenses
- $214,606,283
- Net increase / (decrease)
- $527,183,149
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $1,508,498 | $0 |
| Prudential Insurance Co | NONE | $805,714 | not reported in the loaded dataset |
| Prudential Trust Co | NONE | $706,874 | $0 |
| Pbmares Llp | AUDITOR | $23,000 | not reported in the loaded dataset |
| Worth Higgins & Associates, Inc. | NONE | $12,537 | not reported in the loaded dataset |