Fev North America, Inc. 401(K) Plan — Form 5500 plan (Fev North America, 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, Fev North America, Inc. 401(K) Plan is a benefit plan reported by Fev North America, Inc under EIN 94-2958806 and plan number 002. The latest loaded filing year is 2023. The filing reports 656 participants and $80,469,028 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fev North America, Inc
- EIN
- 94-2958806
- Plan number
- 002
- Plan type
- 2
- Location
- Auburn Hills, MI
- Latest filing year
- 2023
- Participants
- 656
- End-of-year plan assets
- $80,469,028
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 656 | H, C | 20241001141638NAL0012651232001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $80,469,028
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,469,028
- Net assets (BOY)
- $66,056,375
Income & contributions
- Employer contributions
- $2,086,125
- Participant contributions
- $4,353,337
- Total contributions
- $7,213,801
- Total income / additions
- $19,784,181
Expenses & distributions
- Benefits paid
- $5,204,383
- Administrative expenses
- $167,145
- Total expenses
- $5,371,528
- Net increase / (decrease)
- $14,412,653
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $163,151 | $0 | 2023 |
| Asset Allocation Strategies, LLC | INVESTMENT ADVISORY | $0 | $69,458 | 2023 |
| Expand Financial, LLC | INVESTMENT ADVISORY | $3,994 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fev North America, Inc
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Auburn Hills, MI
- Principal Life Insurance Company — Schedule C compensation
- Asset Allocation Strategies, LLC — Schedule C compensation
- Expand Financial, LLC — Schedule C compensation