2023 Form 5500 filing — Fesco, Ltd. 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 20250117140540NAL0025234705001) for Fesco, Ltd. 401(K) Plan, reported by Fesco, Ltd. under EIN 74-1458395 and plan number 001. It reports 810 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$45.1MReported net assets$45,067,005
Participants810
Provider compensation$38.7K2 Schedule C row(s)$38,680
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250117140540NAL0025234705001
Plan sponsor
Fesco, Ltd.
EIN
74-1458395
Plan number
001
Location
Alice, TX
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$45.1M total assets
Net assets$45.1MLiabilities$0
Money in vs. money out
Total income / additions$9.2M
Total expenses$4.6M
Benefits paid / distributions$4.5M
Contributions
Employer$231.3K
Participant$1.7M
Full reported line items
Total assets (EOY)
$45,067,005
Total liabilities (EOY)
$0
Net assets (EOY)
$45,067,005
Employer contributions
$231,263
Participant contributions
$1,658,897
Total income / additions
$9,238,274
Benefits paid
$4,517,255
Administrative expenses
$38,680
Total expenses
$4,563,049
Net increase / (decrease)
$4,675,225

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$31,851$0
Strategic Advisors, Inc.ADVISOR$6,829not reported in the loaded dataset

Related Form 5500 pages