Fair-Rite Products Corp. 401(K) Plan — Form 5500 plan (Fair-Rite Products Corp.)
Plain-English plan 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, Fair-Rite Products Corp. 401(K) Plan is a benefit plan reported by Fair-Rite Products Corp. under EIN 14-1389596 and plan number 003. The latest loaded filing year is 2023. The filing reports 133 participants and $11,696,527 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fair-Rite Products Corp.
- EIN
- 14-1389596
- Plan number
- 003
- Plan type
- 2
- Location
- Wallkill, NY
- Latest filing year
- 2023
- Participants
- 133
- End-of-year plan assets
- $11,696,527
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 133 | H, C | 20241015084443NAL0047076912001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,696,527
- Total liabilities (EOY)
- $13,602
- Net assets (EOY)
- $11,682,925
- Net assets (BOY)
- $10,302,864
Income & contributions
- Employer contributions
- $208,517
- Participant contributions
- $749,078
- Total contributions
- $965,425
- Total income / additions
- $2,384,577
Expenses & distributions
- Benefits paid
- $970,468
- Administrative expenses
- $34,048
- Total expenses
- $1,004,516
- Net increase / (decrease)
- $1,380,061
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Onedigital Topco LLC Dba Resources | INVESTMENT ADVISOR | $26,041 | not reported in the loaded dataset | 2023 |
| One Digital Topco LLC Dba Resources | INVESTMENT ADVISOR | $6,942 | not reported in the loaded dataset | 2023 |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $1,065 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fair-Rite Products Corp.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Wallkill, NY
- Onedigital Topco LLC Dba Resources — Schedule C compensation
- One Digital Topco LLC Dba Resources — Schedule C compensation
- Jpmorgan Invest Holdings LLC — Schedule C compensation