Plan5500

Federal Management 401(K) Plan — Form 5500 plan (Federal Management Co., Inc.)

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 Management 401(K) Plan is a benefit plan reported by Federal Management Co., Inc. under EIN 04-2513390 and plan number 002. The latest loaded filing year is 2023. The filing reports 225 participants and $16,172,195 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Federal Management Co., Inc.
EIN
04-2513390
Plan number
002
Plan type
2
Location
Braintree, MA
Latest filing year
2023
Participants
225
End-of-year plan assets
$16,172,195

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023225H, C20240726111458NAL0008902915001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,172,195
Total liabilities (EOY)
$0
Net assets (EOY)
$16,172,195
Net assets (BOY)
$13,081,751

Income & contributions

Employer contributions
$384,707
Participant contributions
$1,046,950
Total contributions
$1,589,079
Total income / additions
$3,725,600

Expenses & distributions

Benefits paid
$548,383
Administrative expenses
$86,773
Total expenses
$635,156
Net increase / (decrease)
$3,090,444

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$45,796not reported in the loaded dataset2023
Davinci Capital Management, Inc.NONE$40,977not reported in the loaded dataset2023

Related Form 5500 pages