2023 Form 5500 filing — Ferno-Washington, Inc. Savings And Retirement 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 20241014072624NAL0051411554001) for Ferno-Washington, Inc. Savings And Retirement Plan, reported by Ferno-Washington, Inc. under EIN 31-0595222 and plan number 003. It reports 316 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014072624NAL0051411554001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ferno-Washington, Inc.
- EIN
- 31-0595222
- Plan number
- 003
- Location
- Wilmington, OH
- Participants
- 316
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,505,147
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,505,147
- Employer contributions
- $157,043
- Participant contributions
- $957,713
- Total income / additions
- $7,088,442
- Benefits paid
- $1,595,610
- Administrative expenses
- $21,177
- Total expenses
- $1,616,787
- Net increase / (decrease)
- $5,471,655
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Esler & Vanderschaaf Co., Lpa | NONE | $10,788 | not reported in the loaded dataset |
| Barnes Dennig | NONE | $8,800 | not reported in the loaded dataset |
| T Rowe Price Rps Inc | NONE | $1,590 | $0 |