Femg Holdings, LLC 401(K) Plan — Form 5500 plan (Femg Holdings, 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, Femg Holdings, LLC 401(K) Plan is a benefit plan reported by Femg Holdings, LLC under EIN 83-1547207 and plan number 001. The latest loaded filing year is 2023. The filing reports 929 participants and $18,037,581 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Femg Holdings, LLC
- EIN
- 83-1547207
- Plan number
- 001
- Plan type
- 2
- Location
- Land O Lakes, FL
- Latest filing year
- 2023
- Participants
- 929
- End-of-year plan assets
- $18,037,581
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 929 | H, C | 20241206181139NAL0004000755001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,037,581
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,037,581
- Net assets (BOY)
- $10,781,861
Income & contributions
- Employer contributions
- $2,078,311
- Participant contributions
- $1,943,740
- Total contributions
- $6,944,592
- Total income / additions
- $9,259,566
Expenses & distributions
- Benefits paid
- $1,924,128
- Administrative expenses
- $73,698
- Total expenses
- $2,003,846
- Net increase / (decrease)
- $7,255,720
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $87,222 | $0 | 2023 |
| Merrill Lynch | INVESTMENT ADVISOR | $25,597 | not reported in the loaded dataset | 2023 |
| Benefit Solutions, Etc. | THIRD PARTY ADMIN | $16,940 | $7,314 | 2023 |
| Empower Advisory Group | INVESTMENT MANAGER | $181 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Femg Holdings, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Land O Lakes, FL
- Empower Annuity Ins Co Of America — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Benefit Solutions, Etc. — Schedule C compensation
- Empower Advisory Group — Schedule C compensation