Plan5500

Facility Concepts, Inc. 401(K) Plan — Form 5500 plan (Facility Concepts, 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, Facility Concepts, Inc. 401(K) Plan is a benefit plan reported by Facility Concepts, Inc. under EIN 20-1185873 and plan number 002. The latest loaded filing year is 2023. The filing reports 169 participants and $1,262,418 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Facility Concepts, Inc.
EIN
20-1185873
Plan number
002
Plan type
2
Location
Whitestown, IN
Latest filing year
2023
Participants
169
End-of-year plan assets
$1,262,418

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023169H, C20250617233659NAL0003370704001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,262,418
Total liabilities (EOY)
$433
Net assets (EOY)
$1,261,985
Net assets (BOY)
$435,746

Income & contributions

Employer contributions
$861
Participant contributions
$125,880
Total contributions
$126,741
Total income / additions
$296,245

Expenses & distributions

Benefits paid
$4,577
Administrative expenses
$21,335
Total expenses
$26,313
Net increase / (decrease)
$269,932

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
First Merchants BankBROKER$0$4,9732023
Retirement Plan Concepts & ServicesTPA$525$4052023
Morningstar Investment MgmtINVESTMENT ADVISORY$31$1622023

Related Form 5500 pages