Plan5500

F. C. Young Co. , Inc. 401k Plan — Form 5500 plan (F.C. Young And Co., 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, F. C. Young Co. , Inc. 401k Plan is a benefit plan reported by F.C. Young And Co., Inc. under EIN 23-1741013 and plan number 001. The latest loaded filing year is 2023. The filing reports 120 participants and $10,435,708 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
F.C. Young And Co., Inc.
EIN
23-1741013
Plan number
001
Plan type
2
Location
Bristol, PA
Latest filing year
2023
Participants
120
End-of-year plan assets
$10,435,708

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023120H, C20241223143405NAL0008803553001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,435,708
Total liabilities (EOY)
$468
Net assets (EOY)
$10,435,240
Net assets (BOY)
$8,934,924

Income & contributions

Employer contributions
$211,538
Participant contributions
$188,739
Total contributions
$400,277
Total income / additions
$2,046,503

Expenses & distributions

Benefits paid
$486,419
Administrative expenses
$59,768
Total expenses
$546,187
Net increase / (decrease)
$1,500,316

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners LLCADVISOR$29,442not reported in the loaded dataset2023
NationwideRECORDKEEPER$23,504$7402023
Delaware Valley Retirement, Inc.THIRD PARTY ADMIN$6,822not reported in the loaded dataset2023

Related Form 5500 pages