2023 Form 5500 filing — The Federal Companies 401(K) Retirement Plan And Trust
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 20241015105848NAL0047471552001) for The Federal Companies 401(K) Retirement Plan And Trust, reported by Federal Warehouse Company under EIN 37-0271490 and plan number 002. It reports 204 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015105848NAL0047471552001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Federal Warehouse Company
- EIN
- 37-0271490
- Plan number
- 002
- Location
- East Peoria, IL
- Participants
- 204
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,162,625
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,162,625
- Employer contributions
- $175,670
- Participant contributions
- $391,185
- Total income / additions
- $2,071,813
- Benefits paid
- $283,433
- Administrative expenses
- $36,878
- Total expenses
- $320,311
- Net increase / (decrease)
- $1,751,502
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $29,616 | $0 |
| Morgan Stanley Smith Barney LLC | BROKER/ADVISER | $0 | $18,465 |
| Creative Planning LLC | OTHER | $3,829 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,433 | not reported in the loaded dataset |
| Morgan Stanley Insurance Services | BROKER/ADVISER | $0 | $664 |