Plan5500

Fellowes, Inc. 401(K) Retirement Plan — Form 5500 plan (Fellowes, 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, Fellowes, Inc. 401(K) Retirement Plan is a benefit plan reported by Fellowes, Inc. under EIN 36-0770670 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,026 participants and $129,186,271 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fellowes, Inc.
EIN
36-0770670
Plan number
001
Plan type
2
Location
Itasca, IL
Latest filing year
2023
Participants
1,026
End-of-year plan assets
$129,186,271

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,026H, C20241015093402NAL0014321315001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$129,186,271
Total liabilities (EOY)
$0
Net assets (EOY)
$129,186,271
Net assets (BOY)
$119,895,023

Income & contributions

Employer contributions
$2,227,071
Participant contributions
$5,180,857
Total contributions
$7,607,920
Total income / additions
$25,586,093

Expenses & distributions

Benefits paid
$16,121,003
Administrative expenses
$169,189
Total expenses
$16,294,845
Net increase / (decrease)
$9,291,248

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$105,738$02023
Gallagher Benefit Services, Inc.NONE$50,000not reported in the loaded dataset2023
Crowe Horwath LlpNONE$6,635not reported in the loaded dataset2023

Related Form 5500 pages