2023 Form 5500 filing — Felker Brothers Corporation Union 401(K) 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 20240916143058NAL0002247488001) for Felker Brothers Corporation Union 401(K) Plan, reported by Felker Brothers Corporation under EIN 39-1305529 and plan number 003. It reports 133 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)$7MReported net assets$7,008,267
Participants133
Provider compensation$8.8K2 Schedule C row(s)$8,776
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240916143058NAL0002247488001
- Plan sponsor
- Felker Brothers Corporation
- EIN
- 39-1305529
- Plan number
- 003
- Location
- Marshfield, WI
- 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)$7M total assets
Net assets$7MLiabilities$36.8K
Full reported line items
- Total assets (EOY)
- $7,045,032
- Total liabilities (EOY)
- $36,765
- Net assets (EOY)
- $7,008,267
- Employer contributions
- $294,080
- Participant contributions
- $317,029
- Total income / additions
- $1,504,606
- Benefits paid
- $330,400
- Administrative expenses
- $13,188
- Total expenses
- $343,588
- Net increase / (decrease)
- $1,161,018
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $8,776 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |