2023 Form 5500 filing — Femg Holdings, LLC 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 20241206181139NAL0004000755001) for Femg Holdings, LLC 401(K) Plan, reported by Femg Holdings, LLC under EIN 83-1547207 and plan number 001. It reports 929 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241206181139NAL0004000755001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Femg Holdings, LLC
- EIN
- 83-1547207
- Plan number
- 001
- Location
- Land O Lakes, FL
- Participants
- 929
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,037,581
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,037,581
- Employer contributions
- $2,078,311
- Participant contributions
- $1,943,740
- Total income / additions
- $9,259,566
- Benefits paid
- $1,924,128
- Administrative expenses
- $73,698
- Total expenses
- $2,003,846
- Net increase / (decrease)
- $7,255,720
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $87,222 | $0 |
| Merrill Lynch | INVESTMENT ADVISOR | $25,597 | not reported in the loaded dataset |
| Benefit Solutions, Etc. | THIRD PARTY ADMIN | $16,940 | $7,314 |
| Empower Advisory Group | INVESTMENT MANAGER | $181 | not reported in the loaded dataset |