The Federal Companies 401(K) Retirement Plan And Trust — Form 5500 plan (Federal Warehouse 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, The Federal Companies 401(K) Retirement Plan And Trust is a benefit plan reported by Federal Warehouse Company under EIN 37-0271490 and plan number 002. The latest loaded filing year is 2023. The filing reports 204 participants and $9,162,625 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Federal Warehouse Company
- EIN
- 37-0271490
- Plan number
- 002
- Plan type
- 2
- Location
- East Peoria, IL
- Latest filing year
- 2023
- Participants
- 204
- End-of-year plan assets
- $9,162,625
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 204 | H, C | 20241015105848NAL0047471552001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,162,625
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,162,625
- Net assets (BOY)
- $7,411,123
Income & contributions
- Employer contributions
- $175,670
- Participant contributions
- $391,185
- Total contributions
- $566,855
- Total income / additions
- $2,071,813
Expenses & distributions
- Benefits paid
- $283,433
- Administrative expenses
- $36,878
- Total expenses
- $320,311
- Net increase / (decrease)
- $1,751,502
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $29,616 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | BROKER/ADVISER | $0 | $18,465 | 2023 |
| Creative Planning LLC | OTHER | $3,829 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,433 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Insurance Services | BROKER/ADVISER | $0 | $664 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Federal Warehouse Company
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in East Peoria, IL
- Empower Annuity Insurance Company — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Morgan Stanley Insurance Services — Schedule C compensation