Fam LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Fam, LLC)

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, Fam LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Fam, LLC under EIN 33-0931639 and plan number 001. The latest loaded filing year is 2023. The filing reports 368 participants and $10,384,437 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fam, LLC
EIN
33-0931639
Plan number
001
Plan type
2
Location
Bell, CA
Latest filing year
2023
Participants
368
End-of-year plan assets
$10,384,437

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023368H, C20240808140237NAL0002851091001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,384,437
Total liabilities (EOY)
$0
Net assets (EOY)
$10,384,437
Net assets (BOY)
$8,621,955

Income & contributions

Employer contributions
$1,055,087
Participant contributions
$491,387
Total contributions
$1,673,299
Total income / additions
$2,995,502

Expenses & distributions

Benefits paid
$1,228,222
Administrative expenses
$4,798
Total expenses
$1,233,020
Net increase / (decrease)
$1,762,482

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus LLCNONE$8,098$02023

Related Form 5500 pages