2023 Form 5500 filing — Felling Trailers, Inc. 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 20241011133131NAL0037054448001) for Felling Trailers, Inc. 401(K) Plan, reported by Felling Trailers, Inc. under EIN 41-1329390 and plan number 001. It reports 433 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011133131NAL0037054448001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Felling Trailers, Inc.
- EIN
- 41-1329390
- Plan number
- 001
- Location
- Sauk Centre, MN
- Participants
- 433
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,248,879
- Total liabilities (EOY)
- $627
- Net assets (EOY)
- $11,248,252
- Employer contributions
- $262,233
- Participant contributions
- $1,021,179
- Total income / additions
- $2,972,029
- Benefits paid
- $648,895
- Administrative expenses
- $70,762
- Total expenses
- $735,293
- Net increase / (decrease)
- $2,236,736
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $36,842 | $0 |
| Kdv Wealth Management, LLC | INVESTMENT ADVISOR | $22,054 | $0 |
| Creative Planning Holdco LLC Dba Cr | INVESTMENT ADVISOR | $11,488 | $0 |
| Tax Sheltered Compensation Inc. | CONTRACT ADMIN | $1,500 | $5,000 |