2023 Form 5500 filing — Finley Resources Inc 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 20241015172812NAL0029254353001) for Finley Resources Inc 401(K) Plan, reported by Finley Resources Inc. under EIN 75-2510032 and plan number 001. It reports 300 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)$17.1MReported net assets$17,101,568
Participants300
Provider compensation$5.8K2 Schedule C row(s)$5,849
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015172812NAL0029254353001
Plan sponsor
Finley Resources Inc.
EIN
75-2510032
Plan number
001
Location
Fort Worth, TX
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$17.1M total assets
Net assets$17.1MLiabilities$0
Money in vs. money out
Total income / additions$5.3M
Total expenses$2.3M
Benefits paid / distributions$2.2M
Contributions
Employer$1.2M
Participant$1.5M
Full reported line items
Total assets (EOY)
$17,101,568
Total liabilities (EOY)
$0
Net assets (EOY)
$17,101,568
Employer contributions
$1,210,917
Participant contributions
$1,539,651
Total income / additions
$5,331,715
Benefits paid
$2,239,629
Administrative expenses
$5,850
Total expenses
$2,257,195
Net increase / (decrease)
$3,074,520
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORD KEEPER · Direct $5.8K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015172812NAL0029254353001 cover?
It is the 2023 Form 5500 filing for Finley Resources Inc 401(K) Plan, reported by Finley Resources Inc. (EIN 75-2510032).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages