2023 Form 5500 filing — The Fletcher-Terry Company, LLC 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 20241014154248NAL0045153664001) for The Fletcher-Terry Company, LLC 401(K) Profit Sharing Plan, reported by The Fletcher-Terry Company, LLC under EIN 27-0594826 and plan number 001. It reports 102 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.6MReported net assets$6,613,134
Participants102
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241014154248NAL0045153664001
Plan sponsor
The Fletcher-Terry Company, LLC
EIN
27-0594826
Plan number
001
Location
East Berlin, CT
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.6M total assets
Net assets$6.6MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$1.4M
Benefits paid / distributions$1.4M
Contributions
Employer$193.8K
Participant$407K
Full reported line items
Total assets (EOY)
$6,613,134
Total liabilities (EOY)
$0
Net assets (EOY)
$6,613,134
Employer contributions
$193,767
Participant contributions
$407,011
Total income / additions
$1,545,627
Benefits paid
$1,412,443
Administrative expenses
$33,914
Total expenses
$1,446,357
Net increase / (decrease)
$99,270

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014154248NAL0045153664001 cover?
It is the 2023 Form 5500 filing for The Fletcher-Terry Company, LLC 401(K) Profit Sharing Plan, reported by The Fletcher-Terry Company, LLC (EIN 27-0594826).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages