Eastern Wholesale Fence Co., 401(K) Plan — Form 5500 plan (Eastern Wholesale Fence, 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, Eastern Wholesale Fence Co., 401(K) Plan is a benefit plan reported by Eastern Wholesale Fence, LLC under EIN 82-0906793 and plan number 002. The latest loaded filing year is 2023. The filing reports 571 participants and $15,809,948 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Eastern Wholesale Fence, LLC
EIN
82-0906793
Plan number
002
Plan type
2
Location
Medford, NY
Latest filing year
2023
Participants
571
End-of-year plan assets
$15,809,948

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023571H, C20241015170318NAL0049041968001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,809,948
Total liabilities (EOY)
$0
Net assets (EOY)
$15,809,948
Net assets (BOY)
$10,430,402

Income & contributions

Employer contributions
$747,631
Participant contributions
$1,386,746
Total contributions
$2,141,133
Total income / additions
$3,977,302

Expenses & distributions

Benefits paid
$4,230,245
Administrative expenses
$71,053
Total expenses
$4,301,298
Net increase / (decrease)
-$323,996

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$53,938$02023
Wealth Enhancement Advisory ServiceADVISOR$27,668not reported in the loaded dataset2023
Cjm Wealth ManagementADVISOR$26,270not reported in the loaded dataset2023

Related Form 5500 pages