R F Fager Company 401k Profit Sharing Plan And Trust — Form 5500 plan (R F Fager Company)
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, R F Fager Company 401k Profit Sharing Plan And Trust is a benefit plan reported by R F Fager Company under EIN 23-1937230 and plan number 002. The latest loaded filing year is 2023. The filing reports 213 participants and $9,409,807 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$9.4MPlan net assets, end of year$9,395,744
Participants213Covered participants reported
Assets / participant$44.2KComputed: assets ÷ participants$44,177 (computed)
Provider compensation$52.2K3 Schedule C provider row(s)$52,179
- Plan sponsor
- R F Fager Company
- EIN
- 23-1937230
- Plan number
- 002
- Plan type
- 2
- Location
- Camp Hill, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 213 | H, C | 20241011094821NAL0022513585001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$9.4M total assets
Net assets$9.4MLiabilities$14.1K
Full reported line items
Net assets
- Total assets (EOY)
- $9,409,807
- Total liabilities (EOY)
- $14,063
- Net assets (EOY)
- $9,395,744
- Net assets (BOY)
- $8,337,382
Income & contributions
- Employer contributions
- $180,000
- Participant contributions
- $680,454
- Total contributions
- $994,089
- Total income / additions
- $2,254,498
Expenses & distributions
- Benefits paid
- $1,133,444
- Administrative expenses
- $52,179
- Total expenses
- $1,196,136
- Net increase / (decrease)
- $1,058,362
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
21%79%
Employer 21%Participant 79%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income50%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilmington Trust Nat'L Association | N/A | $21,471 | not reported in the loaded dataset | 2023 |
| Nationwide | N/A | $16,970 | $0 | 2023 |
| Smith Elliott Kearns & Company LLC | N/A | $13,738 | not reported in the loaded dataset | 2023 |