Fairbanks Morse Retirement Savings Plan — Form 5500 plan (Fairbanks Morse, LLC)

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, Fairbanks Morse Retirement Savings Plan is a benefit plan reported by Fairbanks Morse, LLC under EIN 81-2933620 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,057 participants and $80,576,472 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fairbanks Morse, LLC
EIN
81-2933620
Plan number
001
Plan type
2
Location
Beloit, WI
Latest filing year
2023
Participants
1,057
End-of-year plan assets
$80,576,472

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,057H, C20240926183029NAL0001187361001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$80,576,472
Net assets (EOY)
$80,576,472
Net assets (BOY)
$64,715,377

Income & contributions

Employer contributions
$5,592,226
Participant contributions
$8,193,869
Total contributions
$14,117,370
Total income / additions
$25,464,643

Expenses & distributions

Benefits paid
$9,450,429
Administrative expenses
$110,959
Total expenses
$9,603,548
Net increase / (decrease)
$15,861,095

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services IncNONE$110,734not reported in the loaded dataset2023

Related Form 5500 pages