Furst-Mcness Company Pension Plan — Form 5500 plan (Furst-Mcness Company)
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, Furst-Mcness Company Pension Plan is a benefit plan reported by Furst-Mcness Company under EIN 36-1112600 and plan number 001. The latest loaded filing year is 2023. The filing reports 188 participants and $9,643,552 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Furst-Mcness Company
- EIN
- 36-1112600
- Plan number
- 001
- Plan type
- 2
- Location
- Freeport, IL
- Latest filing year
- 2023
- Participants
- 188
- End-of-year plan assets
- $9,643,552
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 188 | H, C | 20240124102727NAL0013498401001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,643,552
- Total liabilities (EOY)
- $44,105
- Net assets (EOY)
- $9,599,447
- Net assets (BOY)
- $12,532,046
Income & contributions
- Total contributions
- $0
- Total income / additions
- -$1,575,304
Expenses & distributions
- Benefits paid
- $1,220,236
- Administrative expenses
- $137,059
- Total expenses
- $1,357,295
- Net increase / (decrease)
- -$2,932,599
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cibc Private Wealth Advisors | INVESTMENT ADVISOR | $64,239 | not reported in the loaded dataset | 2023 |
| October Three Consulting Services | ACTUARY | $56,009 | not reported in the loaded dataset | 2023 |
| Reliance Trust Company | TRUSTEE/CUSTODIAN | $15,501 | not reported in the loaded dataset | 2023 |