Plan5500

F.M. Howell & Company — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, F.M. Howell & Company (EIN 16-0488020) is a plan sponsor located in Elmira, NY with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
16-0488020
Location
Elmira, NY
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for F.M. Howell & Company

  • 3 loaded plans hold $43.5M in reported assets.
  • The largest, F.M. Howell & Company Part Iii Retirement Savings Plan 401(K), holds 54% of this company's reported plan assets.
  • Plans cover 653 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$43.5MSummed across loaded plans$43,487,556
Total reported assets$43.5M$43,487,556
Total reported participants653
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$43.5M total assets
Net assets$43.5MLiabilities$0
Contributions & income
Employer contributions$827K
Participant contributions$955K
Total income / additions$8.9M
Expenses & distributions
Benefits paid / distributions$3M
Total expenses$3M
Net increase / (decrease)$5.9M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets54%F.M. Howell & Company Part Iii Retirement Savings Plan 401(K)
Participants per plan218Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    F.M. Howell & Company Part Iii Retirement Savings Plan 401(K)$23.4M
    Plan #005 · 309 participants · 2023
  2. 2
    F.M. Howell & Company Part I Profit Sharing Plan$20.1M
    Plan #004 · 204 participants · 2023
  3. 3
    Life & Health Plan For Employees Of F.M. Howell & Companynot reported in the loaded dataset
    Plan #502 · 140 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for F.M. Howell & Company. Open one for its full reported snapshot.

  1. 2023
    Life & Health Plan For Employees Of F.M. Howell & Company140 participants · 2No schedules
    View filing →
  2. 2023
    F.M. Howell & Company Part I Profit Sharing Plan204 participants · 2Sch HSch C
    View filing →
  3. 2023
    F.M. Howell & Company Part Iii Retirement Savings Plan 401(K)309 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does F.M. Howell & Company report on Form 5500?
F.M. Howell & Company (EIN 16-0488020) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for F.M. Howell & Company?
The Employer Identification Number (EIN) reported for F.M. Howell & Company is 16-0488020.
What is the latest Form 5500 filing year for F.M. Howell & Company?
The latest loaded Form 5500 filing year for F.M. Howell & Company is 2023.

Related Form 5500 pages