Fennell Holdings, Inc. 401k Savings Plan — Form 5500 plan (Fennell Holdings, 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, Fennell Holdings, Inc. 401k Savings Plan is a benefit plan reported by Fennell Holdings, Inc. under EIN 57-1043529 and plan number 001. The latest loaded filing year is 2023. The filing reports 220 participants and $7,070,017 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fennell Holdings, Inc.
EIN
57-1043529
Plan number
001
Plan type
2
Location
North Charleston, SC
Latest filing year
2023
Participants
220
End-of-year plan assets
$7,070,017

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023220I, C20240730105551NAL0011747155001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$7,070,017
Total liabilities (EOY)
$3,534
Net assets (EOY)
$7,066,483
Net assets (BOY)
$5,528,593

Income & contributions

Employer contributions
$189,753
Participant contributions
$319,307
Total income / additions
$1,797,852

Expenses & distributions

Benefits paid
$216,344
Administrative expenses
$43,618
Total expenses
$259,962
Net increase / (decrease)
$1,537,890

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Family Asset Management LLCSERVICE PROVIDER$0$22,1462023
Voya Retirement Insurance And AnnuiSERVICE PROVIDER$0$02023

Related Form 5500 pages