The Federated Group, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (The Federated Group, 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, The Federated Group, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by The Federated Group, Inc. under EIN 36-2039374 and plan number 001. The latest loaded filing year is 2023. The filing reports 127 participants and $10,982,561 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Federated Group, Inc.
EIN
36-2039374
Plan number
001
Plan type
2
Location
Arlington Heights, IL
Latest filing year
2023
Participants
127
End-of-year plan assets
$10,982,561

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023127H, C20240806111810NAL0005533666001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,982,561
Total liabilities (EOY)
$0
Net assets (EOY)
$10,982,561
Net assets (BOY)
$10,772,565

Income & contributions

Employer contributions
$53,100
Participant contributions
$397,506
Total contributions
$450,606
Total income / additions
$2,180,334

Expenses & distributions

Benefits paid
$1,946,368
Administrative expenses
$23,970
Total expenses
$1,970,338
Net increase / (decrease)
$209,996

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rothschild Investment CorporationINVESTMENT ADVISOR$21,042not reported in the loaded dataset2023
Capital Group Retirement Plan Svcs.RECORDKEEPER$1,000$02023

Related Form 5500 pages