Fort Recovery Industries, Inc. Money Accumulation Plan And Trust — Form 5500 plan (Fort Recovery Industries, 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, Fort Recovery Industries, Inc. Money Accumulation Plan And Trust is a benefit plan reported by Fort Recovery Industries, Inc. under EIN 34-4410626 and plan number 003. The latest loaded filing year is 2023. The filing reports 518 participants and $19,488,803 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fort Recovery Industries, Inc.
- EIN
- 34-4410626
- Plan number
- 003
- Plan type
- 2
- Location
- Fort Recovery, OH
- Latest filing year
- 2023
- Participants
- 518
- End-of-year plan assets
- $19,488,803
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 518 | H, C | 20241015115130NAL0014531043001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,488,803
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,488,803
- Net assets (BOY)
- $20,773,035
Income & contributions
- Employer contributions
- $304,151
- Participant contributions
- $857,438
- Total contributions
- $1,245,041
- Total income / additions
- $4,234,785
Expenses & distributions
- Benefits paid
- $5,476,126
- Administrative expenses
- $38,543
- Total expenses
- $5,519,017
- Net increase / (decrease)
- -$1,284,232
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bartlett & Co Wealth Management | INVESTMENT ADVISOR | $40,640 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORD KEEPER | $13,428 | $0 | 2023 |
| Ascensus Holdings Inc Dba | CONTRACT ADMIN | $2,500 | $10,000 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $3,195 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fort Recovery Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Fort Recovery, OH
- Bartlett & Co Wealth Management — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Ascensus Holdings Inc Dba — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation