2023 Form 5500 filing — Federal Heath Sign Company, LLC 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 20240927135752NAL0004690306001) for Federal Heath Sign Company, LLC 401(K) Plan, reported by Federal Heath Sign Company, LLC under EIN 01-0549231 and plan number 002. It reports 401 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927135752NAL0004690306001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Federal Heath Sign Company, LLC
- EIN
- 01-0549231
- Plan number
- 002
- Location
- Hurst, TX
- Participants
- 401
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,847,358
- Total liabilities (EOY)
- $46,753
- Net assets (EOY)
- $27,800,605
- Employer contributions
- $149,882
- Participant contributions
- $856,248
- Total income / additions
- $3,538,665
- Benefits paid
- $1,657,826
- Administrative expenses
- $29,481
- Total expenses
- $1,687,307
- Net increase / (decrease)
- $1,851,358
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alliance Pension Consultants | RECORDKEEPER | $15,043 | not reported in the loaded dataset |
| Kestra Investment Services | INVESTMENT ADVISOR | $11,250 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | TRUSTEE | $3,188 | $5,848 |