2023 Form 5500 filing — Eastern Wholesale Fence Co., 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 20241015170318NAL0049041968001) for Eastern Wholesale Fence Co., 401(K) Plan, reported by Eastern Wholesale Fence, LLC under EIN 82-0906793 and plan number 002. It reports 571 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015170318NAL0049041968001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eastern Wholesale Fence, LLC
- EIN
- 82-0906793
- Plan number
- 002
- Location
- Medford, NY
- Participants
- 571
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,809,948
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,809,948
- Employer contributions
- $747,631
- Participant contributions
- $1,386,746
- Total income / additions
- $3,977,302
- Benefits paid
- $4,230,245
- Administrative expenses
- $71,053
- Total expenses
- $4,301,298
- Net increase / (decrease)
- -$323,996
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $53,938 | $0 |
| Wealth Enhancement Advisory Service | ADVISOR | $27,668 | not reported in the loaded dataset |
| Cjm Wealth Management | ADVISOR | $26,270 | not reported in the loaded dataset |