2023 Form 5500 filing — Finley Engineering 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 20241002165221NAL0008654865001) for Finley Engineering 401(K) Plan, reported by Finley Engineering Company, Inc. under EIN 43-1498992 and plan number 001. It reports 313 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)$25.9MReported net assets$25,895,235
Participants313
Provider compensation$76.1K2 Schedule C row(s)$76,123
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241002165221NAL0008654865001
Plan sponsor
Finley Engineering Company, Inc.
EIN
43-1498992
Plan number
001
Location
Lamar, MO
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$25.9M total assets
Net assets$25.9MLiabilities$0
Money in vs. money out
Total income / additions$5M
Total expenses$1.9M
Benefits paid / distributions$1.8M
Contributions
Employer$808.4K
Participant$1M
Full reported line items
Total assets (EOY)
$25,895,235
Total liabilities (EOY)
$0
Net assets (EOY)
$25,895,235
Employer contributions
$808,429
Participant contributions
$1,044,458
Total income / additions
$4,988,479
Benefits paid
$1,825,192
Administrative expenses
$48,589
Total expenses
$1,873,781
Net increase / (decrease)
$3,114,698
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $48.6K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $27.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002165221NAL0008654865001 cover?
It is the 2023 Form 5500 filing for Finley Engineering 401(K) Plan, reported by Finley Engineering Company, Inc. (EIN 43-1498992).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages