Flinchbaugh Engineering, Inc. Retirement Savings Plan — Form 5500 plan (Flinchbaugh Engineering, 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, Flinchbaugh Engineering, Inc. Retirement Savings Plan is a benefit plan reported by Flinchbaugh Engineering, Inc. under EIN 23-1944855 and plan number 001. The latest loaded filing year is 2023. The filing reports 246 participants and $8,247,469 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Flinchbaugh Engineering, Inc.
- EIN
- 23-1944855
- Plan number
- 001
- Plan type
- 2
- Location
- York, PA
- Latest filing year
- 2023
- Participants
- 246
- End-of-year plan assets
- $8,247,469
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 246 | H, C | 20240909131656NAL0004531841001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,247,469
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,247,469
- Net assets (BOY)
- $7,008,727
Income & contributions
- Participant contributions
- $656,577
- Total contributions
- $657,840
- Total income / additions
- $1,807,534
Expenses & distributions
- Benefits paid
- $687,363
- Administrative expenses
- $4,075
- Total expenses
- $691,438
- Net increase / (decrease)
- $1,116,096
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Investment Services LLC | OTHER SERVICES | $0 | $14,084 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $4,075 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Flinchbaugh Engineering, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in York, PA
- Kestra Investment Services LLC — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation