Findlay Management Group 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Findlay Management Group)

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, Findlay Management Group 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Findlay Management Group under EIN 88-0267953 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,607 participants and $62,022,363 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Findlay Management Group
EIN
88-0267953
Plan number
001
Plan type
2
Location
Henderson, NV
Latest filing year
2023
Participants
2,607
End-of-year plan assets
$62,022,363

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,607H, C20240916051400NAL0002185600001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$62,022,363
Total liabilities (EOY)
$0
Net assets (EOY)
$62,022,363
Net assets (BOY)
$48,962,861

Income & contributions

Employer contributions
$1,280,288
Participant contributions
$9,271,346
Total contributions
$10,917,694
Total income / additions
$19,384,645

Expenses & distributions

Benefits paid
$6,048,493
Administrative expenses
$276,650
Total expenses
$6,325,143
Net increase / (decrease)
$13,059,502

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$144,217$02023
Royal Alliance Associates, Inc.INVESTMENT/FINANCIAL ADVI$131,907$02023

Related Form 5500 pages