Furst-Mcness 401(K) Plan — Form 5500 plan (Furst-Mcness Company)
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, Furst-Mcness 401(K) Plan is a benefit plan reported by Furst-Mcness Company under EIN 36-1112600 and plan number 002. The latest loaded filing year is 2023. The filing reports 355 participants and $29,551,867 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Furst-Mcness Company
- EIN
- 36-1112600
- Plan number
- 002
- Plan type
- 2
- Location
- Freeport, IL
- Latest filing year
- 2023
- Participants
- 355
- End-of-year plan assets
- $29,551,867
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 355 | H, C | 20240731160716NAL0037132032001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,551,867
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,551,867
- Net assets (BOY)
- $27,131,291
Income & contributions
- Employer contributions
- $1,209,862
- Participant contributions
- $1,657,692
- Total contributions
- $2,936,760
- Total income / additions
- $7,182,304
Expenses & distributions
- Benefits paid
- $4,713,942
- Administrative expenses
- $46,549
- Total expenses
- $4,761,728
- Net increase / (decrease)
- $2,420,576
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $33,541 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $13,008 | not reported in the loaded dataset | 2023 |