2023 Form 5500 filing — Friendship Haven, Inc. Employees' Pension 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 20240925114534NAL0008293475001) for Friendship Haven, Inc. Employees' Pension Plan, reported by Friendship Haven, Inc. under EIN 42-0698245 and plan number 002. It reports 370 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925114534NAL0008293475001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Friendship Haven, Inc.
- EIN
- 42-0698245
- Plan number
- 002
- Location
- Fort Dodge, IA
- Participants
- 370
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,506,570
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,506,570
- Employer contributions
- $111,054
- Participant contributions
- $444,122
- Total income / additions
- $1,450,833
- Benefits paid
- $1,221,500
- Administrative expenses
- $51,901
- Total expenses
- $1,273,401
- Net increase / (decrease)
- $177,432
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Finway Group LLC | CONTRACT ADMIN | $23,176 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $16,106 | $0 |
| Northwest Wealth Management LLC | INVESTMENT ADVISOR | $13,266 | not reported in the loaded dataset |