Fallsway Equipment Co. Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Fallsway Equipment Co. 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, Fallsway Equipment Co. Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Fallsway Equipment Co. Inc. under EIN 34-0905407 and plan number 002. The latest loaded filing year is 2023. The filing reports 215 participants and $14,940,372 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fallsway Equipment Co. Inc.
- EIN
- 34-0905407
- Plan number
- 002
- Plan type
- 2
- Location
- Akron, OH
- Latest filing year
- 2023
- Participants
- 215
- End-of-year plan assets
- $14,940,372
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 215 | H, C | 20240917101625NAL0002637825001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,940,372
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,940,372
- Net assets (BOY)
- $13,076,158
Income & contributions
- Employer contributions
- $341,682
- Participant contributions
- $781,703
- Total contributions
- $1,140,041
- Total income / additions
- $2,960,357
Expenses & distributions
- Benefits paid
- $1,061,420
- Administrative expenses
- $32,438
- Total expenses
- $1,096,143
- Net increase / (decrease)
- $1,864,214
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $21,604 | $0 | 2023 |
| Cbiz Benefits & Ins Services Inc | CONTRACT ADMIN | $13,150 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $1,453 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fallsway Equipment Co. Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Akron, OH
- Empower Annuity Insurance Co — Schedule C compensation
- Cbiz Benefits & Ins Services Inc — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation