Plan5500

Ferno-Washington, Inc. Savings And Retirement Plan — Form 5500 plan (Ferno-Washington, 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, Ferno-Washington, Inc. Savings And Retirement Plan is a benefit plan reported by Ferno-Washington, Inc. under EIN 31-0595222 and plan number 003. The latest loaded filing year is 2023. The filing reports 316 participants and $29,505,147 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ferno-Washington, Inc.
EIN
31-0595222
Plan number
003
Plan type
2
Location
Wilmington, OH
Latest filing year
2023
Participants
316
End-of-year plan assets
$29,505,147

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023316H, C20241014072624NAL0051411554001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,505,147
Total liabilities (EOY)
$0
Net assets (EOY)
$29,505,147
Net assets (BOY)
$24,033,492

Income & contributions

Employer contributions
$157,043
Participant contributions
$957,713
Total contributions
$1,400,924
Total income / additions
$7,088,442

Expenses & distributions

Benefits paid
$1,595,610
Administrative expenses
$21,177
Total expenses
$1,616,787
Net increase / (decrease)
$5,471,655

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Esler & Vanderschaaf Co., LpaNONE$10,788not reported in the loaded dataset2023
Barnes DennigNONE$8,800not reported in the loaded dataset2023
T Rowe Price Rps IncNONE$1,590$02023

Related Form 5500 pages