2023 Form 5500 filing — Findlay Management Group 401(K) Profit Sharing Plan And Trust
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 20240916051400NAL0002185600001) for Findlay Management Group 401(K) Profit Sharing Plan And Trust, reported by Findlay Management Group under EIN 88-0267953 and plan number 001. It reports 2,607 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$62MReported net assets$62,022,363
Participants2.6K2,607
Provider compensation$276.1K2 Schedule C row(s)$276,124
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240916051400NAL0002185600001
- Plan sponsor
- Findlay Management Group
- EIN
- 88-0267953
- Plan number
- 001
- Location
- Henderson, NV
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$62M total assets
Net assets$62MLiabilities$0
Full reported line items
- Total assets (EOY)
- $62,022,363
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $62,022,363
- Employer contributions
- $1,280,288
- Participant contributions
- $9,271,346
- Total income / additions
- $19,384,645
- Benefits paid
- $6,048,493
- Administrative expenses
- $276,650
- Total expenses
- $6,325,143
- Net increase / (decrease)
- $13,059,502
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $144,217 | $0 |
| Royal Alliance Associates, Inc. | INVESTMENT/FINANCIAL ADVI | $131,907 | $0 |