Section 403(B) Retirement Plan For Farnham, Inc. — Form 5500 plan (Farnham, 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, Section 403(B) Retirement Plan For Farnham, Inc. is a benefit plan reported by Farnham, Inc. under EIN 16-0990872 and plan number 002. The latest loaded filing year is 2023. The filing reports 160 participants and $4,588,885 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Farnham, Inc.
EIN
16-0990872
Plan number
002
Plan type
2
Location
Oswego, NY
Latest filing year
2023
Participants
160
End-of-year plan assets
$4,588,885

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023160H20241015150510NAL0030095041001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,588,885
Total liabilities (EOY)
$0
Net assets (EOY)
$4,588,885
Net assets (BOY)
$3,559,223

Income & contributions

Employer contributions
$260,985
Participant contributions
$259,017
Total contributions
$520,002
Total income / additions
$1,136,181

Expenses & distributions

Benefits paid
$67,990
Administrative expenses
$38,529
Total expenses
$106,519
Net increase / (decrease)
$1,029,662

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages