2023 Form 5500 filing — Ferrara Candy Company 401(K) Plan For Collective Bargaining Unit Employees
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 20241011175147NAL0045354594001) for Ferrara Candy Company 401(K) Plan For Collective Bargaining Unit Employees, reported by Ferrara Candy Company under EIN 36-3331581 and plan number 004. It reports 769 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011175147NAL0045354594001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ferrara Candy Company
- EIN
- 36-3331581
- Plan number
- 004
- Location
- Chicago, IL
- Participants
- 769
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $613,235
- Benefits paid
- $9,647,815
- Administrative expenses
- $78,196
- Total expenses
- $9,728,987
- Net increase / (decrease)
- -$9,115,752
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $41,813 | $0 |
| Porte Brown, LLC | OTHER | $27,500 | not reported in the loaded dataset |
| Creative Planning Holdco LLC Dba Cr | INVESTMENT ADVISOR | $6,564 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,320 | not reported in the loaded dataset |