2023 Form 5500 filing — James W. Fowler Co. 401(K) Profit Sharing 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 20241015145239NAL0028830609001) for James W. Fowler Co. 401(K) Profit Sharing Plan, reported by James W. Fowler Co. under EIN 93-0677813 and plan number 003. It reports 322 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015145239NAL0028830609001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- James W. Fowler Co.
- EIN
- 93-0677813
- Plan number
- 003
- Location
- Dallas, OR
- Participants
- 322
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,501,786
- Total liabilities (EOY)
- $26,132
- Net assets (EOY)
- $15,475,654
- Employer contributions
- $1,335,698
- Participant contributions
- $1,082,804
- Total income / additions
- $4,396,948
- Benefits paid
- $1,572,265
- Administrative expenses
- $96,676
- Total expenses
- $1,668,941
- Net increase / (decrease)
- $2,728,007
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $66,648 | $0 |
| Ameriprise Financial Services Inc | BROKER/ADVISOR | $0 | $32,261 |
| James W Folwer | OTHER | $27,027 | not reported in the loaded dataset |
| Independent Retirement Consulting | CONTRACT ADMIN | $6,675 | $10,000 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,002 | not reported in the loaded dataset |