2023 Form 5500 filing — Fev North America, Inc. 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 20241001141638NAL0012651232001) for Fev North America, Inc. 401(K) Plan, reported by Fev North America, Inc under EIN 94-2958806 and plan number 002. It reports 656 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001141638NAL0012651232001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fev North America, Inc
- EIN
- 94-2958806
- Plan number
- 002
- Location
- Auburn Hills, MI
- Participants
- 656
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $80,469,028
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,469,028
- Employer contributions
- $2,086,125
- Participant contributions
- $4,353,337
- Total income / additions
- $19,784,181
- Benefits paid
- $5,204,383
- Administrative expenses
- $167,145
- Total expenses
- $5,371,528
- Net increase / (decrease)
- $14,412,653
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $163,151 | $0 |
| Asset Allocation Strategies, LLC | INVESTMENT ADVISORY | $0 | $69,458 |
| Expand Financial, LLC | INVESTMENT ADVISORY | $3,994 | not reported in the loaded dataset |