2023 Form 5500 filing — Fort Recovery Industries, Inc. Money Accumulation 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 20241015115130NAL0014531043001) for Fort Recovery Industries, Inc. Money Accumulation Plan And Trust, reported by Fort Recovery Industries, Inc. under EIN 34-4410626 and plan number 003. It reports 518 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015115130NAL0014531043001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fort Recovery Industries, Inc.
- EIN
- 34-4410626
- Plan number
- 003
- Location
- Fort Recovery, OH
- Participants
- 518
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,488,803
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,488,803
- Employer contributions
- $304,151
- Participant contributions
- $857,438
- Total income / additions
- $4,234,785
- Benefits paid
- $5,476,126
- Administrative expenses
- $38,543
- Total expenses
- $5,519,017
- Net increase / (decrease)
- -$1,284,232
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bartlett & Co Wealth Management | INVESTMENT ADVISOR | $40,640 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORD KEEPER | $13,428 | $0 |
| Ascensus Holdings Inc Dba | CONTRACT ADMIN | $2,500 | $10,000 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $3,195 | not reported in the loaded dataset |