2023 Form 5500 filing — Fleetworthy Solutions, Inc. 401(K) Retirement 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 20241219103818NAL0004815793001) for Fleetworthy Solutions, Inc. 401(K) Retirement Plan, reported by Fleetworthy Solutions, Inc. under EIN 39-1453757 and plan number 001. It reports 166 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241219103818NAL0004815793001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fleetworthy Solutions, Inc.
- EIN
- 39-1453757
- Plan number
- 001
- Location
- Madison, WI
- Participants
- 166
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Total income / additions
- $272,592
- Benefits paid
- $6,037,569
- Administrative expenses
- $44,626
- Total expenses
- $6,082,195
- Net increase / (decrease)
- -$5,809,603
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co. | RECORDKEEPER | $23,491 | $0 |
| Empower Annuity Insurance Co. | RECORDKEEPER | $20,899 | $0 |
| Gallagher Benefit Services | CONTRACT ADMIN | $17,677 | $749 |
| Premier Retirement Partners | CONTRACT ADMIN | $9,700 | $1,585 |
| Premier Retirement Partners | CONTRACT ADMIN | $4,625 | $4,266 |
| Gallagher Benefit Services | CONTRACT ADMIN | $5,548 | not reported in the loaded dataset |
| Empower Advisory Group | INVESTMENT MGMT | $742 | not reported in the loaded dataset |