Featherlite Exiss Sooner 401(K) Retirement Plan — Form 5500 plan (Featherlite Exiss Sooner Holding)
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, Featherlite Exiss Sooner 401(K) Retirement Plan is a benefit plan reported by Featherlite Exiss Sooner Holding under EIN 84-3939042 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,013 participants and $31,719,335 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Featherlite Exiss Sooner Holding
- EIN
- 84-3939042
- Plan number
- 001
- Plan type
- 2
- Location
- Cresco, IA
- Latest filing year
- 2023
- Participants
- 1,013
- End-of-year plan assets
- $31,719,335
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,013 | H, C | 20240823113112NAL0003640771001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,719,335
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,719,335
- Net assets (BOY)
- $28,655,338
Income & contributions
- Employer contributions
- $320,838
- Participant contributions
- $1,323,536
- Total contributions
- $1,735,811
- Total income / additions
- $6,271,188
Expenses & distributions
- Benefits paid
- $3,046,702
- Administrative expenses
- $158,206
- Total expenses
- $3,207,191
- Net increase / (decrease)
- $3,063,997
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $143,707 | not reported in the loaded dataset | 2023 |
| Creative Planning Hold Co, LLC | SERVICE PROVIDER | $0 | $34,511 | 2023 |
| Northwestern Mutual Investment Serv | BROKER/ DEALER | $0 | $17,670 | 2023 |
| Bernard Robinson & Company, Llp | SERVICE PROVDIER | $14,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Featherlite Exiss Sooner Holding
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Cresco, IA
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Creative Planning Hold Co, LLC — Schedule C compensation
- Northwestern Mutual Investment Serv — Schedule C compensation
- Bernard Robinson & Company, Llp — Schedule C compensation