Fna Group, Inc. Retirement Plan — Form 5500 plan (Fna Group 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, Fna Group, Inc. Retirement Plan is a benefit plan reported by Fna Group Inc under EIN 26-3822181 and plan number 002. The latest loaded filing year is 2023. The filing reports 260 participants and $4,240,536 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fna Group Inc
EIN
26-3822181
Plan number
002
Plan type
2
Location
Pleasant Prairie, WI
Latest filing year
2023
Participants
260
End-of-year plan assets
$4,240,536

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023260H, C20241015122920NAL0057588626001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,240,536
Total liabilities (EOY)
$0
Net assets (EOY)
$4,240,536
Net assets (BOY)
$2,941,987

Income & contributions

Employer contributions
$330,592
Participant contributions
$536,159
Total contributions
$1,097,810
Total income / additions
$1,722,017

Expenses & distributions

Benefits paid
$376,266
Administrative expenses
$39,267
Total expenses
$423,468
Net increase / (decrease)
$1,298,549

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Johnson BankNONE$39,267$02023

Related Form 5500 pages