Plan5500

Faulkner Group 401(K) Plan — Form 5500 plan (Faulkner Cadillac, 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, Faulkner Group 401(K) Plan is a benefit plan reported by Faulkner Cadillac, Inc. under EIN 23-2139345 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,043 participants and $108,037,460 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Faulkner Cadillac, Inc.
EIN
23-2139345
Plan number
001
Plan type
2
Location
Trevose, PA
Latest filing year
2023
Participants
2,043
End-of-year plan assets
$108,037,460

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,043H, C20240806100340NAL0001300227001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$108,037,460
Total liabilities (EOY)
$0
Net assets (EOY)
$108,037,460
Net assets (BOY)
$91,737,851

Income & contributions

Employer contributions
$2,226,220
Participant contributions
$7,605,948
Total contributions
$10,739,731
Total income / additions
$24,765,876

Expenses & distributions

Benefits paid
$8,160,999
Administrative expenses
$305,268
Total expenses
$8,466,267
Net increase / (decrease)
$16,299,609

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Co Of AmeRECORKEEPER$237,254$02023
Empower Advisory GroupINVESTMENT MANAGEMENT$41,264not reported in the loaded dataset2023
Boyer & Ritter LLCAUDITOR$26,750not reported in the loaded dataset2023

Related Form 5500 pages