2023 Form 5500 filing — Fann Contracting, Inc. 401(K) Profit Sharing 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 20241010133208NAL0011505699001) for Fann Contracting, Inc. 401(K) Profit Sharing Plan, reported by Fann Contracting, Inc. under EIN 86-0213861 and plan number 001. It reports 275 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010133208NAL0011505699001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fann Contracting, Inc.
- EIN
- 86-0213861
- Plan number
- 001
- Location
- Prescott, AZ
- Participants
- 275
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,484,041
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,484,041
- Employer contributions
- $0
- Participant contributions
- $487,445
- Total income / additions
- $1,391,417
- Benefits paid
- $1,236,830
- Administrative expenses
- $28,675
- Total expenses
- $1,280,165
- Net increase / (decrease)
- $111,252
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $16,054 | $0 |
| Wells Fargo Advisors Fin Network Ll | INVESTMENT ADVISOR | $12,621 | not reported in the loaded dataset |