Fleenor Company, Inc. 401(K) Plan — Form 5500 plan (Fleenor Company, Inc.)
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, Fleenor Company, Inc. 401(K) Plan is a benefit plan reported by Fleenor Company, Inc. under EIN 94-2616973 and plan number 002. The latest loaded filing year is 2023. The filing reports 256 participants and $11,142,282 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$11.1MPlan net assets, end of year$11,142,282
Participants256Covered participants reported
Assets / participant$43.5KComputed: assets ÷ participants$43,525 (computed)
Provider compensation$54K1 Schedule C provider row(s)$53,981
- Plan sponsor
- Fleenor Company, Inc.
- EIN
- 94-2616973
- Plan number
- 002
- Plan type
- 2
- Location
- Alameda, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 256 | H, C | 20240925130601NAL0014357137001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$11.1M total assets
Net assets$11.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $11,142,282
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,142,282
- Net assets (BOY)
- $8,859,186
Income & contributions
- Employer contributions
- $267,156
- Participant contributions
- $502,406
- Total contributions
- $809,088
- Total income / additions
- $2,482,719
Expenses & distributions
- Benefits paid
- $138,800
- Administrative expenses
- $53,981
- Total expenses
- $199,623
- Net increase / (decrease)
- $2,283,096
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
35%65%
Employer 35%Participant 65%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income6%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Ins. Company | RECORDKEEPER | $53,981 | $0 | 2023 |