2023 Form 5500 filing — Fleet Farm 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 20241014121021NAL0026113425001) for Fleet Farm 401(K)Plan, reported by Fleet Farm Wholesale Supply Company, LLC under EIN 41-0806238 and plan number 002. It reports 6,158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014121021NAL0026113425001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fleet Farm Wholesale Supply Company, LLC
- EIN
- 41-0806238
- Plan number
- 002
- Location
- Appleton, WI
- Participants
- 6,158
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $140,137,584
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $140,137,584
- Employer contributions
- $1,779,994
- Participant contributions
- $5,918,301
- Total income / additions
- $31,016,920
- Benefits paid
- $19,735,308
- Administrative expenses
- $402,865
- Total expenses
- $20,138,281
- Net increase / (decrease)
- $10,878,639
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services, LLC | NONE | $235,165 | not reported in the loaded dataset |
| John Hancock | NONE | $82,506 | $0 |
| Matrix Trust Company | NONE | $7,212 | $0 |