Family Express Corporation 401(K) Profit Sharing Plan — Form 5500 plan (Family Express Corporation)
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, Family Express Corporation 401(K) Profit Sharing Plan is a benefit plan reported by Family Express Corporation under EIN 35-1374015 and plan number 001. The latest loaded filing year is 2023. The filing reports 521 participants and $6,295,446 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Family Express Corporation
- EIN
- 35-1374015
- Plan number
- 001
- Plan type
- 2
- Location
- Valparaiso, IN
- Latest filing year
- 2023
- Participants
- 521
- End-of-year plan assets
- $6,295,446
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 521 | H, C | 20241011123444NAL0021862097001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,295,446
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,295,446
- Net assets (BOY)
- $5,064,737
Income & contributions
- Employer contributions
- $284,970
- Participant contributions
- $695,829
- Total contributions
- $982,570
- Total income / additions
- $1,765,260
Expenses & distributions
- Benefits paid
- $473,124
- Administrative expenses
- $61,427
- Total expenses
- $534,551
- Net increase / (decrease)
- $1,230,709
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| North American Ktrade Alliance, LLC | NONE | $20,206 | $2,343 | 2023 |
| Capfinancial Partners, LLC | NONE | $21,352 | not reported in the loaded dataset | 2023 |
| Latitude Service Company, Inc | NONE | $19,723 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Family Express Corporation
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Valparaiso, IN
- North American Ktrade Alliance, LLC — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Latitude Service Company, Inc — Schedule C compensation