Ferrara Candy Company 401(K) Plan — Form 5500 plan (Ferrara Candy 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, Ferrara Candy Company 401(K) Plan is a benefit plan reported by Ferrara Candy Company under EIN 36-3331581 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,594 participants and $189,472,296 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ferrara Candy Company
- EIN
- 36-3331581
- Plan number
- 003
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 3,594
- End-of-year plan assets
- $189,472,296
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,594 | H, C | 20241011174320NAL0011241475001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $189,472,296
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $189,472,296
- Net assets (BOY)
- $169,033,507
Income & contributions
- Employer contributions
- $8,527,260
- Participant contributions
- $16,406,548
- Total contributions
- $28,130,563
- Total income / additions
- $52,679,495
Expenses & distributions
- Benefits paid
- $31,619,316
- Administrative expenses
- $466,279
- Total expenses
- $32,260,008
- Net increase / (decrease)
- $20,419,487
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $248,526 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $132,602 | not reported in the loaded dataset | 2023 |
| Creative Planning Holdco LLC Dba Cr | INVESTMENT ADVISOR | $69,226 | not reported in the loaded dataset | 2023 |
| Porte Brown, LLC | OTHER | $15,800 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company LLC | OTHER | $100 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | SECURITIES BROKERAGE | $25 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | SECURITIES BROKERAGE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ferrara Candy Company
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Creative Planning Holdco LLC Dba Cr — Schedule C compensation
- Porte Brown, LLC — Schedule C compensation
- Qdro Consultants Company LLC — Schedule C compensation
- Gwfs Equities Inc — Schedule C compensation