F.J. Neil & Inter-Mares Trading Co., Profit Sharing & 401(K) Plan — Form 5500 plan (F.J. Neil 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, F.J. Neil & Inter-Mares Trading Co., Profit Sharing & 401(K) Plan is a benefit plan reported by F.J. Neil Co., Inc. under EIN 13-5671284 and plan number 002. The latest loaded filing year is 2023. The filing reports 8 participants and $14,428,740 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- F.J. Neil Co., Inc.
- EIN
- 13-5671284
- Plan number
- 002
- Plan type
- 2
- Location
- Lindenhurst, NY
- Latest filing year
- 2023
- Participants
- 8
- End-of-year plan assets
- $14,428,740
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8 | I | 20240906112450NAL0001705152001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $14,428,740
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,428,740
- Net assets (BOY)
- $12,137,117
Income & contributions
- Employer contributions
- $148,770
- Participant contributions
- $68,051
- Total income / additions
- $2,376,928
Expenses & distributions
- Benefits paid
- $85,280
- Administrative expenses
- $25
- Total expenses
- $85,305
- Net increase / (decrease)
- $2,291,623
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.