Fernbrook Family Center 401(K) Savings Plan — Form 5500 plan (Fernbrook Family Center)
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, Fernbrook Family Center 401(K) Savings Plan is a benefit plan reported by Fernbrook Family Center under EIN 41-2011390 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $2,958,533 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fernbrook Family Center
- EIN
- 41-2011390
- Plan number
- 001
- Plan type
- 2
- Location
- Owatonna, MN
- Latest filing year
- 2023
- Participants
- 158
- End-of-year plan assets
- $2,958,533
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 158 | H, C | 20240924140508NAL0004741651001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,958,533
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,958,533
- Net assets (BOY)
- $2,281,924
Income & contributions
- Employer contributions
- $137,198
- Participant contributions
- $236,912
- Total contributions
- $375,596
- Total income / additions
- $806,631
Expenses & distributions
- Benefits paid
- $109,443
- Administrative expenses
- $20,579
- Total expenses
- $130,022
- Net increase / (decrease)
- $676,609
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $20,566 | $0 | 2023 |
| Fsc Securities Corporation | BROKER/ADVISER | $0 | $11,416 | 2023 |
| Ascensus Holdings Inc Dba Futurepla | CONTRACT ADMIN | $0 | $2,526 | 2023 |
| Osaic Wealth, Inc | BROKER/ADVISOR | $0 | $1,024 | 2023 |
| Osaic Wealth, Inc | OTHER | $14 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fernbrook Family Center
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Owatonna, MN
- Empower Annuity Ins Co Of America — Schedule C compensation
- Fsc Securities Corporation — Schedule C compensation
- Ascensus Holdings Inc Dba Futurepla — Schedule C compensation
- Osaic Wealth, Inc — Schedule C compensation