Feist Watson Enterprises, Inc. Profit Sharing Plan — Form 5500 plan (Feist Watson Enterprises)

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, Feist Watson Enterprises, Inc. Profit Sharing Plan is a benefit plan reported by Feist Watson Enterprises under EIN 81-0379981 and plan number 001. The latest loaded filing year is 2023. The filing reports 261 participants and $16,691,013 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Feist Watson Enterprises
EIN
81-0379981
Plan number
001
Plan type
2
Location
Missoula, MT
Latest filing year
2023
Participants
261
End-of-year plan assets
$16,691,013

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023261H, C20240904070104NAL0011002627001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,691,013
Total liabilities (EOY)
$0
Net assets (EOY)
$16,691,013
Net assets (BOY)
$13,148,500

Income & contributions

Employer contributions
$525,397
Participant contributions
$963,196
Total contributions
$1,518,378
Total income / additions
$4,016,045

Expenses & distributions

Benefits paid
$439,600
Administrative expenses
$33,637
Total expenses
$473,532
Net increase / (decrease)
$3,542,513

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl FinancialINVESTMENT/FINANCIAL ADVI$29,186$02023
Adp, Inc.RECORD KEEPER$4,450$02023

Related Form 5500 pages