Family Heating Co Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Family Heating Company 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, Family Heating Co Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Family Heating Company Inc under EIN 38-1952447 and plan number 001. The latest loaded filing year is 2023. The filing reports 125 participants and $7,626,290 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Family Heating Company Inc
EIN
38-1952447
Plan number
001
Plan type
2
Location
Garden City, MI
Latest filing year
2023
Participants
125
End-of-year plan assets
$7,626,290

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023125H20241008133952NAL0009740563001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,626,290
Total liabilities (EOY)
$0
Net assets (EOY)
$7,626,290
Net assets (BOY)
$6,307,726

Income & contributions

Employer contributions
$101,199
Participant contributions
$299,793
Total contributions
$400,992
Total income / additions
$2,160,113

Expenses & distributions

Benefits paid
$813,276
Administrative expenses
$28,273
Total expenses
$841,549
Net increase / (decrease)
$1,318,564

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages