Company 401(K) Plan — Form 5500 plan (Company 401(K) Plan)
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, Company 401(K) Plan is a benefit plan reported by Company 401(K) Plan under EIN 02-0308210 and plan number 001. The latest loaded filing year is 2023. The filing reports 462 participants and $35,715,951 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Company 401(K) Plan
- EIN
- 02-0308210
- Plan number
- 001
- Plan type
- 2
- Location
- Manchester, NH
- Latest filing year
- 2023
- Participants
- 462
- End-of-year plan assets
- $35,715,951
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 462 | H, C | 20240726134547NAL0026640160001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,715,951
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,715,951
- Net assets (BOY)
- $32,571,421
Income & contributions
- Employer contributions
- $432,447
- Participant contributions
- $1,649,098
- Total contributions
- $2,090,961
- Total income / additions
- $6,416,314
Expenses & distributions
- Benefits paid
- $3,242,708
- Administrative expenses
- $11,645
- Total expenses
- $3,271,784
- Net increase / (decrease)
- $3,144,530
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gallagher Benefit Services, Inc | INVESTMENT ADVISOR | $30,000 | not reported in the loaded dataset | 2023 |
| Wipfli | ACCOUNTANT/AUDITOR | $17,500 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$36,738 | $0 | 2023 |