2023 Form 5500 filing — Family Express Corporation 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 20241011123444NAL0021862097001) for Family Express Corporation 401(K) Profit Sharing Plan, reported by Family Express Corporation under EIN 35-1374015 and plan number 001. It reports 521 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011123444NAL0021862097001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Family Express Corporation
- EIN
- 35-1374015
- Plan number
- 001
- Location
- Valparaiso, IN
- Participants
- 521
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,295,446
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,295,446
- Employer contributions
- $284,970
- Participant contributions
- $695,829
- Total income / additions
- $1,765,260
- Benefits paid
- $473,124
- Administrative expenses
- $61,427
- Total expenses
- $534,551
- Net increase / (decrease)
- $1,230,709
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| North American Ktrade Alliance, LLC | NONE | $20,206 | $2,343 |
| Capfinancial Partners, LLC | NONE | $21,352 | not reported in the loaded dataset |
| Latitude Service Company, Inc | NONE | $19,723 | not reported in the loaded dataset |