2023 Form 5500 filing — Floe International, 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 20241014134315NAL0027440465001) for Floe International, Inc. 401(K) Plan, reported by Floe International, Inc. under EIN 41-1746832 and plan number 001. It reports 204 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014134315NAL0027440465001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Floe International, Inc.
- EIN
- 41-1746832
- Plan number
- 001
- Location
- Mcgregor, MN
- Participants
- 204
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,319,575
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,319,575
- Employer contributions
- $117,443
- Participant contributions
- $463,746
- Total income / additions
- $1,279,262
- Benefits paid
- $671,496
- Administrative expenses
- $18,804
- Total expenses
- $690,548
- Net increase / (decrease)
- $588,714
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $18,154 | $0 |
| Triton Wealth | INVESTMENT ADVISORY | $0 | $5,211 |
| Triton Wealth | not reported in the loaded dataset | $0 | $2,428 |
| Tax Sheltered Compensation | not reported in the loaded dataset | $0 | $943 |
| Tsc 401k | CONTRACT ADMINISTRATOR | $300 | $86 |
| Morningstar | not reported in the loaded dataset | $0 | $163 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |