Felker Brothers Corporation Union 401(K) Plan — Form 5500 plan (Felker Brothers 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, Felker Brothers Corporation Union 401(K) Plan is a benefit plan reported by Felker Brothers Corporation under EIN 39-1305529 and plan number 003. The latest loaded filing year is 2023. The filing reports 133 participants and $7,045,032 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$7MPlan net assets, end of year$7,008,267
Participants133Covered participants reported
Assets / participant$53KComputed: assets ÷ participants$52,970 (computed)
Provider compensation$8.8K2 Schedule C provider row(s)$8,776
- Plan sponsor
- Felker Brothers Corporation
- EIN
- 39-1305529
- Plan number
- 003
- Plan type
- 2
- Location
- Marshfield, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 133 | H, C | 20240916143058NAL0002247488001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$7M total assets
Net assets$7MLiabilities$36.8K
Full reported line items
Net assets
- Total assets (EOY)
- $7,045,032
- Total liabilities (EOY)
- $36,765
- Net assets (EOY)
- $7,008,267
- Net assets (BOY)
- $5,847,249
Income & contributions
- Employer contributions
- $294,080
- Participant contributions
- $317,029
- Total contributions
- $611,109
- Total income / additions
- $1,504,606
Expenses & distributions
- Benefits paid
- $330,400
- Administrative expenses
- $13,188
- Total expenses
- $343,588
- Net increase / (decrease)
- $1,161,018
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $8,776 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |