Fernandes Masonry, Inc. 401(K) Plan — Form 5500 plan (Fernandes Masonry, 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, Fernandes Masonry, Inc. 401(K) Plan is a benefit plan reported by Fernandes Masonry, Inc. under EIN 04-3377972 and plan number 001. The latest loaded filing year is 2023. The filing reports 152 participants and $15,914,115 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fernandes Masonry, Inc.
- EIN
- 04-3377972
- Plan number
- 001
- Plan type
- 2
- Location
- New Bedford, MA
- Latest filing year
- 2023
- Participants
- 152
- End-of-year plan assets
- $15,914,115
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 152 | H, C | 20240916153006NAL0001148899001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,914,115
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,914,115
- Net assets (BOY)
- $13,602,814
Income & contributions
- Employer contributions
- $1,697,787
- Participant contributions
- $187,052
- Total contributions
- $1,884,839
- Total income / additions
- $3,911,842
Expenses & distributions
- Benefits paid
- $1,546,215
- Administrative expenses
- $47,203
- Total expenses
- $1,600,541
- Net increase / (decrease)
- $2,311,301
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus Holdings, Inc Dba Futurepl | CONTRACT ADMIN | $6,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $2,990 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners LLC | OTHER | $63 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fernandes Masonry, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in New Bedford, MA
- Ascensus Holdings, Inc Dba Futurepl — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation