Feldmeier Equipment, Inc. 401(K) Plan — Form 5500 plan (Feldmeier Equipment, 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, Feldmeier Equipment, Inc. 401(K) Plan is a benefit plan reported by Feldmeier Equipment, Inc. under EIN 15-0599364 and plan number 001. The latest loaded filing year is 2023. The filing reports 455 participants and $34,509,642 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Feldmeier Equipment, Inc.
EIN
15-0599364
Plan number
001
Plan type
2
Location
Syracuse, NY
Latest filing year
2023
Participants
455
End-of-year plan assets
$34,509,642

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023455H, C20241015185427NAL0049438944001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,509,642
Total liabilities (EOY)
$0
Net assets (EOY)
$34,509,642
Net assets (BOY)
$31,240,535

Income & contributions

Employer contributions
$616,665
Participant contributions
$1,599,877
Total contributions
$2,253,645
Total income / additions
$6,755,373

Expenses & distributions

Benefits paid
$3,419,012
Administrative expenses
$72,694
Total expenses
$3,486,266
Net increase / (decrease)
$3,269,107

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lawley Retirement Advisors LLCADVISOR$40,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$31,668$02023

Related Form 5500 pages