2023 Form 5500 filing — Ferrara Candy Company 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 20241011174320NAL0011241475001) for Ferrara Candy Company 401(K) Plan, reported by Ferrara Candy Company under EIN 36-3331581 and plan number 003. It reports 3,594 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011174320NAL0011241475001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ferrara Candy Company
- EIN
- 36-3331581
- Plan number
- 003
- Location
- Chicago, IL
- Participants
- 3,594
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $189,472,296
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $189,472,296
- Employer contributions
- $8,527,260
- Participant contributions
- $16,406,548
- Total income / additions
- $52,679,495
- Benefits paid
- $31,619,316
- Administrative expenses
- $466,279
- Total expenses
- $32,260,008
- Net increase / (decrease)
- $20,419,487
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $248,526 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $132,602 | not reported in the loaded dataset |
| Creative Planning Holdco LLC Dba Cr | INVESTMENT ADVISOR | $69,226 | not reported in the loaded dataset |
| Porte Brown, LLC | OTHER | $15,800 | not reported in the loaded dataset |
| Qdro Consultants Company LLC | OTHER | $100 | not reported in the loaded dataset |
| Gwfs Equities Inc | SECURITIES BROKERAGE | $25 | not reported in the loaded dataset |
| Gwfs Equities Inc | SECURITIES BROKERAGE | $0 | $0 |