Ferolie Corporation Employees' Savings And Investment Plan — Form 5500 plan (Ferolie Corporation)
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, Ferolie Corporation Employees' Savings And Investment Plan is a benefit plan reported by Ferolie Corporation under EIN 13-1657344 and plan number 002. The latest loaded filing year is 2023. The filing reports 376 participants and $44,216,658 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ferolie Corporation
- EIN
- 13-1657344
- Plan number
- 002
- Plan type
- 2
- Location
- Montvale, NJ
- Latest filing year
- 2023
- Participants
- 376
- End-of-year plan assets
- $44,216,658
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 376 | H, C | 20241003103521NAL0004791219001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,216,658
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,216,658
- Net assets (BOY)
- $36,438,494
Income & contributions
- Employer contributions
- $333,291
- Participant contributions
- $1,738,861
- Total contributions
- $2,436,922
- Total income / additions
- $9,009,655
Expenses & distributions
- Benefits paid
- $1,146,396
- Administrative expenses
- $85,095
- Total expenses
- $1,231,491
- Net increase / (decrease)
- $7,778,164
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Private Advisor Group | NONE | $58,240 | not reported in the loaded dataset | 2023 |
| Pkf O'Conner Davies Llp | NONE | $16,850 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $7,312 | $0 | 2023 |
| Td Ameritrade, Inc. | NONE | $50 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ferolie Corporation
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Montvale, NJ
- Private Advisor Group — Schedule C compensation
- Pkf O'Conner Davies Llp — Schedule C compensation
- The Vanguard Group, Inc. — Schedule C compensation
- Td Ameritrade, Inc. — Schedule C compensation