2023 Form 5500 filing — R F Fager Company 401k Profit Sharing Plan And Trust
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 20241011094821NAL0022513585001) for R F Fager Company 401k Profit Sharing Plan And Trust, reported by R F Fager Company under EIN 23-1937230 and plan number 002. It reports 213 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)$9.4MReported net assets$9,395,744
Participants213
Provider compensation$52.2K3 Schedule C row(s)$52,179
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011094821NAL0022513585001
- Plan sponsor
- R F Fager Company
- EIN
- 23-1937230
- Plan number
- 002
- Location
- Camp Hill, PA
- Received date
- not reported in the loaded dataset
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)$9.4M total assets
Net assets$9.4MLiabilities$14.1K
Full reported line items
- Total assets (EOY)
- $9,409,807
- Total liabilities (EOY)
- $14,063
- Net assets (EOY)
- $9,395,744
- Employer contributions
- $180,000
- Participant contributions
- $680,454
- Total income / additions
- $2,254,498
- Benefits paid
- $1,133,444
- Administrative expenses
- $52,179
- Total expenses
- $1,196,136
- Net increase / (decrease)
- $1,058,362
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilmington Trust Nat'L Association | N/A | $21,471 | not reported in the loaded dataset |
| Nationwide | N/A | $16,970 | $0 |
| Smith Elliott Kearns & Company LLC | N/A | $13,738 | not reported in the loaded dataset |