Fil-Tec, Inc. Profit Sharing Plan — Form 5500 plan (Fil-Tec, 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, Fil-Tec, Inc. Profit Sharing Plan is a benefit plan reported by Fil-Tec, Inc. under EIN 52-1112383 and plan number 002. The latest loaded filing year is 2023. The filing reports 191 participants and $18,432,431 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fil-Tec, Inc.
EIN
52-1112383
Plan number
002
Plan type
2
Location
Hagerstown, MD
Latest filing year
2023
Participants
191
End-of-year plan assets
$18,432,431

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023191H, C20240925133308NAL0014774193001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,432,431
Total liabilities (EOY)
$0
Net assets (EOY)
$18,432,431
Net assets (BOY)
$15,808,754

Income & contributions

Employer contributions
$415,797
Participant contributions
$686,832
Total contributions
$1,270,350
Total income / additions
$3,312,120

Expenses & distributions

Benefits paid
$668,448
Administrative expenses
$19,995
Total expenses
$688,443
Net increase / (decrease)
$2,623,677

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Boston Private Wealth LLCADVISOR$19,895not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$100$02023

Related Form 5500 pages