2023 Form 5500 filing — Flinchbaugh Engineering, Inc. Retirement 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 20240909131656NAL0004531841001) for Flinchbaugh Engineering, Inc. Retirement Savings Plan, reported by Flinchbaugh Engineering, Inc. under EIN 23-1944855 and plan number 001. It reports 246 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909131656NAL0004531841001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Flinchbaugh Engineering, Inc.
- EIN
- 23-1944855
- Plan number
- 001
- Location
- York, PA
- Participants
- 246
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,247,469
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,247,469
- Participant contributions
- $656,577
- Total income / additions
- $1,807,534
- Benefits paid
- $687,363
- Administrative expenses
- $4,075
- Total expenses
- $691,438
- Net increase / (decrease)
- $1,116,096
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Investment Services LLC | OTHER SERVICES | $0 | $14,084 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $4,075 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |