Fitesa 401(K) Retirement Savings Plan — Form 5500 plan (Fitesa Simpsonville, 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, Fitesa 401(K) Retirement Savings Plan is a benefit plan reported by Fitesa Simpsonville, Inc. under EIN 27-0535327 and plan number 001. The latest loaded filing year is 2023. The filing reports 935 participants and $58,340,264 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fitesa Simpsonville, Inc.
- EIN
- 27-0535327
- Plan number
- 001
- Plan type
- 2
- Location
- Simpsonville, SC
- Latest filing year
- 2023
- Participants
- 935
- End-of-year plan assets
- $58,340,264
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 935 | H, C | 20241030075223NAL0000278035001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $58,340,264
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,340,264
- Net assets (BOY)
- $49,113,760
Income & contributions
- Employer contributions
- $3,298,278
- Participant contributions
- $3,302,297
- Total contributions
- $7,298,744
- Total income / additions
- $15,752,954
Expenses & distributions
- Benefits paid
- $6,376,969
- Administrative expenses
- $155,645
- Total expenses
- $6,526,450
- Net increase / (decrease)
- $9,226,504
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $132,677 | $0 | 2023 |
| Primetrust Advisors | INVESTMENT ADVISORY | $22,968 | $72 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fitesa Simpsonville, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Simpsonville, SC
- Principal Life Insurance Company — Schedule C compensation
- Primetrust Advisors — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation