2023 Form 5500 filing — F. C. Young Co. , Inc. 401k 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 20241223143405NAL0008803553001) for F. C. Young Co. , Inc. 401k Plan, reported by F.C. Young And Co., Inc. under EIN 23-1741013 and plan number 001. It reports 120 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241223143405NAL0008803553001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- F.C. Young And Co., Inc.
- EIN
- 23-1741013
- Plan number
- 001
- Location
- Bristol, PA
- Participants
- 120
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,435,708
- Total liabilities (EOY)
- $468
- Net assets (EOY)
- $10,435,240
- Employer contributions
- $211,538
- Participant contributions
- $188,739
- Total income / additions
- $2,046,503
- Benefits paid
- $486,419
- Administrative expenses
- $59,768
- Total expenses
- $546,187
- Net increase / (decrease)
- $1,500,316
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | ADVISOR | $29,442 | not reported in the loaded dataset |
| Nationwide | RECORDKEEPER | $23,504 | $740 |
| Delaware Valley Retirement, Inc. | THIRD PARTY ADMIN | $6,822 | not reported in the loaded dataset |