Fuss & O'Neill Profit Sharing & Employee Savings Plan — Form 5500 plan (Fuss & Oneill, 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, Fuss & O'Neill Profit Sharing & Employee Savings Plan is a benefit plan reported by Fuss & Oneill, Inc. under EIN 06-0845648 and plan number 002. The latest loaded filing year is 2023. The filing reports 577 participants and $72,627,976 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fuss & Oneill, Inc.
EIN
06-0845648
Plan number
002
Plan type
2
Location
Manchester, CT
Latest filing year
2023
Participants
577
End-of-year plan assets
$72,627,976

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023577H, C20240814154600NAL0006928083001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$72,627,976
Total liabilities (EOY)
$0
Net assets (EOY)
$72,627,976
Net assets (BOY)
$63,248,492

Income & contributions

Employer contributions
$1,458,746
Participant contributions
$3,428,057
Total contributions
$5,376,128
Total income / additions
$17,446,934

Expenses & distributions

Benefits paid
$7,978,304
Administrative expenses
$89,146
Total expenses
$8,067,450
Net increase / (decrease)
$9,379,484

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Janney Montgomery Scott LLCBROKER/ADVISER$86,450not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$62,842$02023
Pasi, LLCCONTRACT ADMIN.$22,225$10,0002023

Related Form 5500 pages