Feldman Thiel Llp 401(K) Plan — Form 5500 plan (Feldman Thiel Llp)

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, Feldman Thiel Llp 401(K) Plan is a benefit plan reported by Feldman Thiel Llp under EIN 45-0652072 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $4,921,056 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.9MPlan net assets, end of year$4,921,056
Participants5Covered participants reported
Assets / participant$984.2KComputed: assets ÷ participants$984,211 (computed)
Provider compensationNone reported
Plan sponsor
Feldman Thiel Llp
EIN
45-0652072
Plan number
001
Plan type
2
Location
Zephyr Cove, NV
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235I20240924135419NAL0023893554001
Schedule I · 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)$4.9M total assets
Net assets$4.9MLiabilities
Money in vs. money out
Total income / additions$683.8K
Total expenses$100K
Benefits paid / distributions$100K
Contributions
Employer$77.8K
Participant$56.5K
Full reported line items

Net assets

Total assets (EOY)
$4,921,056
Net assets (EOY)
$4,921,056
Net assets (BOY)
$4,337,212

Income & contributions

Employer contributions
$77,832
Participant contributions
$56,450
Total income / additions
$683,844

Expenses & distributions

Benefits paid
$100,000
Total expenses
$100,000
Net increase / (decrease)
$583,844
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 58%Participant 42%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income15%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages