Federal Heath Sign Company, LLC 401(K) Plan — Form 5500 plan (Federal Heath Sign Company, LLC)
Plain-English plan 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, Federal Heath Sign Company, LLC 401(K) Plan is a benefit plan reported by Federal Heath Sign Company, LLC under EIN 01-0549231 and plan number 002. The latest loaded filing year is 2023. The filing reports 401 participants and $27,847,358 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Federal Heath Sign Company, LLC
- EIN
- 01-0549231
- Plan number
- 002
- Plan type
- 2
- Location
- Hurst, TX
- Latest filing year
- 2023
- Participants
- 401
- End-of-year plan assets
- $27,847,358
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 401 | H, C | 20240927135752NAL0004690306001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,847,358
- Total liabilities (EOY)
- $46,753
- Net assets (EOY)
- $27,800,605
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $149,882
- Participant contributions
- $856,248
- Total contributions
- $1,009,454
- Total income / additions
- $3,538,665
Expenses & distributions
- Benefits paid
- $1,657,826
- Administrative expenses
- $29,481
- Total expenses
- $1,687,307
- Net increase / (decrease)
- $1,851,358
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alliance Pension Consultants | RECORDKEEPER | $15,043 | not reported in the loaded dataset | 2023 |
| Kestra Investment Services | INVESTMENT ADVISOR | $11,250 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | TRUSTEE | $3,188 | $5,848 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Federal Heath Sign Company, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Hurst, TX
- Alliance Pension Consultants — Schedule C compensation
- Kestra Investment Services — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation