2023 Form 5500 filing — Fennell Holdings, Inc. 401k Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730105551NAL0011747155001) for Fennell Holdings, Inc. 401k Savings Plan, reported by Fennell Holdings, Inc. under EIN 57-1043529 and plan number 001. It reports 220 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730105551NAL0011747155001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fennell Holdings, Inc.
- EIN
- 57-1043529
- Plan number
- 001
- Location
- North Charleston, SC
- Participants
- 220
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,070,017
- Total liabilities (EOY)
- $3,534
- Net assets (EOY)
- $7,066,483
- Employer contributions
- $189,753
- Participant contributions
- $319,307
- Total income / additions
- $1,797,852
- Benefits paid
- $216,344
- Administrative expenses
- $43,618
- Total expenses
- $259,962
- Net increase / (decrease)
- $1,537,890
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Family Asset Management LLC | SERVICE PROVIDER | $0 | $22,146 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $0 |