2023 Form 5500 filing — R F Fager Company 401k Profit Sharing Plan And Trust

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 20241011094821NAL0022513585001) for R F Fager Company 401k Profit Sharing Plan And Trust, reported by R F Fager Company under EIN 23-1937230 and plan number 002. It reports 213 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)$9.4MReported net assets$9,395,744
Participants213
Provider compensation$52.2K3 Schedule C row(s)$52,179
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011094821NAL0022513585001
Plan sponsor
R F Fager Company
EIN
23-1937230
Plan number
002
Location
Camp Hill, PA
Received date
not reported in the loaded dataset
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)$9.4M total assets
Net assets$9.4MLiabilities$14.1K
Money in vs. money out
Total income / additions$2.3M
Total expenses$1.2M
Benefits paid / distributions$1.1M
Contributions
Employer$180K
Participant$680.5K
Full reported line items
Total assets (EOY)
$9,409,807
Total liabilities (EOY)
$14,063
Net assets (EOY)
$9,395,744
Employer contributions
$180,000
Participant contributions
$680,454
Total income / additions
$2,254,498
Benefits paid
$1,133,444
Administrative expenses
$52,179
Total expenses
$1,196,136
Net increase / (decrease)
$1,058,362

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Wilmington Trust Nat'L AssociationN/A$21,471not reported in the loaded dataset
NationwideN/A$16,970$0
Smith Elliott Kearns & Company LLCN/A$13,738not reported in the loaded dataset

Related Form 5500 pages