Plan5500

Fehr-Graham & Associates 401(K) Profit Sharing Plan — Form 5500 plan (Fehr-Graham & Associates LLC)

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, Fehr-Graham & Associates 401(K) Profit Sharing Plan is a benefit plan reported by Fehr-Graham & Associates LLC under EIN 36-2780335 and plan number 001. The latest loaded filing year is 2023. The filing reports 534 participants and $24,824,101 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fehr-Graham & Associates LLC
EIN
36-2780335
Plan number
001
Plan type
2
Location
Freeport, IL
Latest filing year
2023
Participants
534
End-of-year plan assets
$24,824,101

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023534H, C20241206153628NAL0003905491001
2023262H, C20241006183855NAL0014315969001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$24,824,101

Income & contributions

Total contributions
$0
Total income / additions
-$247,872

Expenses & distributions

Benefits paid
$0
Administrative expenses
$10,159
Total expenses
$10,159
Net increase / (decrease)
-$258,031

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Dubuque Bank & Trust CompanyNONE$63,765$02023
Dubuque Bank & Trust CompanyNONE$10,159$02023

Related Form 5500 pages