Plan5500

Fedway Associates, Inc. 401(K) Employee Savings Plan — Form 5500 plan (Fedway Associates, 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, Fedway Associates, Inc. 401(K) Employee Savings Plan is a benefit plan reported by Fedway Associates, Inc. under EIN 22-0905070 and plan number 002. The latest loaded filing year is 2023. The filing reports 918 participants and $167,001,265 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fedway Associates, Inc.
EIN
22-0905070
Plan number
002
Plan type
2
Location
Basking Ridge, NJ
Latest filing year
2023
Participants
918
End-of-year plan assets
$167,001,265

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023918H, C20241001095330NAL0013334194001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$167,001,265
Total liabilities (EOY)
$0
Net assets (EOY)
$167,001,265
Net assets (BOY)
$140,189,836

Income & contributions

Employer contributions
$2,484,823
Participant contributions
$7,574,577
Total contributions
$10,608,661
Total income / additions
$34,206,593

Expenses & distributions

Benefits paid
$7,280,262
Administrative expenses
$114,902
Total expenses
$7,395,164
Net increase / (decrease)
$26,811,429

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners LLCINVESTMENT ADVISOR$80,000not reported in the loaded dataset2023
Baker Tilly Us, LlpAUDITOR$32,000not reported in the loaded dataset2023
Jpmorgan Invest Holdings LLCRECORDKEEPER$2,902$02023

Related Form 5500 pages