Warren W. Fane, Inc. Profit Sharing/401(K) Plan — Form 5500 plan (Warren W. Fane, Inc.)
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, Warren W. Fane, Inc. Profit Sharing/401(K) Plan is a benefit plan reported by Warren W. Fane, Inc. under EIN 14-1663427 and plan number 001. The latest loaded filing year is 2023. The filing reports 135 participants and $11,162,630 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Warren W. Fane, Inc.
- EIN
- 14-1663427
- Plan number
- 001
- Plan type
- 2
- Location
- Troy, NY
- Latest filing year
- 2023
- Participants
- 135
- End-of-year plan assets
- $11,162,630
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 135 | H, C | 20250110144221NAL0023328688001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,162,630
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,162,630
- Net assets (BOY)
- $9,323,642
Income & contributions
- Employer contributions
- $378,624
- Participant contributions
- $271,735
- Total contributions
- $650,359
- Total income / additions
- $2,173,759
Expenses & distributions
- Benefits paid
- $261,504
- Administrative expenses
- $73,267
- Total expenses
- $334,771
- Net increase / (decrease)
- $1,838,988
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life & Annuity Ins Co Of Ny | RECORDKEEPER | $73,627 | $0 | 2023 |
| Morgan Stanley Insurance Services | BROKER/ADVISOR | $0 | $46,661 | 2023 |
| Strategic Pension Services, LLC | CONTRACT ADMIN | $495 | $6,692 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Warren W. Fane, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Troy, NY
- Empower Life & Annuity Ins Co Of Ny — Schedule C compensation
- Morgan Stanley Insurance Services — Schedule C compensation
- Strategic Pension Services, LLC — Schedule C compensation