2023 Form 5500 filing — Finfrock Holdings, Inc. 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 20241021133859NAL0003527394001) for Finfrock Holdings, Inc. 401(K) Profit Sharing Plan, reported by Finfrock Holdings, Inc. under EIN 59-2954885 and plan number 001. It reports 738 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241021133859NAL0003527394001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Finfrock Holdings, Inc.
- EIN
- 59-2954885
- Plan number
- 001
- Location
- Apopka, FL
- Participants
- 738
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $48,579,099
- Total liabilities (EOY)
- $95,460
- Net assets (EOY)
- $48,483,639
- Employer contributions
- $2,732,773
- Participant contributions
- $2,998,886
- Total income / additions
- $13,116,867
- Benefits paid
- $2,231,554
- Administrative expenses
- $12,523
- Total expenses
- $2,365,187
- Net increase / (decrease)
- $10,751,680
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Economic Group Pension Services, In | THIRD PARTY ADMINISTRATO | $13,961 | not reported in the loaded dataset |
| Withumsmith And Brown, Pc | SERVICE PROVIDER | $8,810 | not reported in the loaded dataset |
| Morningstar Investment Management | INVESTMENT ADVISORY | $2,716 | $0 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $2,716 | $0 |