Fellowes, Inc. Employee Stock Ownership Plan — Form 5500 plan (Fellowes, 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, Fellowes, Inc. Employee Stock Ownership Plan is a benefit plan reported by Fellowes, Inc. under EIN 36-0770670 and plan number 002. The latest loaded filing year is 2023. The filing reports 290 participants and $27,442,331 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fellowes, Inc.
EIN
36-0770670
Plan number
002
Plan type
2
Location
Itasca, IL
Latest filing year
2023
Participants
290
End-of-year plan assets
$27,442,331

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023290H, C20241010091119NAL0020734209001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,442,331
Total liabilities (EOY)
$211,052
Net assets (EOY)
$27,231,279
Net assets (BOY)
$30,348,079

Income & contributions

Total contributions
$0
Total income / additions
$2,071,466

Expenses & distributions

Benefits paid
$5,162,241
Administrative expenses
$26,025
Total expenses
$5,188,266
Net increase / (decrease)
-$3,116,800

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transition Finance StrategiesNONE$26,025not reported in the loaded dataset2023

Related Form 5500 pages