Plan5500

Fleetworthy Solutions, Inc. 401(K) Retirement Plan — Form 5500 plan (Fleetworthy Solutions, 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, Fleetworthy Solutions, Inc. 401(K) Retirement Plan is a benefit plan reported by Fleetworthy Solutions, Inc. under EIN 39-1453757 and plan number 001. The latest loaded filing year is 2023. The filing reports 166 participants and $5,809,603 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fleetworthy Solutions, Inc.
EIN
39-1453757
Plan number
001
Plan type
2
Location
Madison, WI
Latest filing year
2023
Participants
166
End-of-year plan assets
$5,809,603

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023166H, C20241219103818NAL0004815793001
2023181H, C20241009171955NAL0010878323001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$5,809,603

Income & contributions

Total contributions
$0
Total income / additions
$272,592

Expenses & distributions

Benefits paid
$6,037,569
Administrative expenses
$44,626
Total expenses
$6,082,195
Net increase / (decrease)
-$5,809,603

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Co.RECORDKEEPER$23,491$02023
Empower Annuity Insurance Co.RECORDKEEPER$20,899$02023
Gallagher Benefit ServicesCONTRACT ADMIN$17,677$7492023
Premier Retirement PartnersCONTRACT ADMIN$9,700$1,5852023
Premier Retirement PartnersCONTRACT ADMIN$4,625$4,2662023
Gallagher Benefit ServicesCONTRACT ADMIN$5,548not reported in the loaded dataset2023
Empower Advisory GroupINVESTMENT MGMT$742not reported in the loaded dataset2023

Related Form 5500 pages